MCIA
Mountain Capital Investment Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,471
| Closed | -$1.28M | – | 69 |
|
|
2022
Q4 | $1.28M | Buy |
12,471
+3,182
| +34% | +$326K | 0.58% | 53 |
|
|
2022
Q3 | $884K | Buy |
9,289
+668
| +8% | +$63.6K | 0.46% | 66 |
|
|
2022
Q2 | $1.11M | Buy |
8,621
+114
| +1% | +$14.6K | 0.55% | 52 |
|
|
2022
Q1 | $1.24M | Buy |
8,507
+2,955
| +53% | +$430K | 0.58% | 56 |
|
|
2021
Q4 | $883K | Buy |
5,552
+1,847
| +50% | +$294K | 0.4% | 86 |
|
|
2021
Q3 | $521K | Buy |
3,705
+42
| +1% | +$5.91K | 0.28% | 100 |
|
|
2021
Q2 | $566K | Sell |
3,663
-261
| -7% | -$40.3K | 0.26% | 100 |
|
|
2021
Q1 | $574K | Buy |
3,924
+403
| +11% | +$59K | 0.29% | 114 |
|
|
2020
Q4 | $462K | Sell |
3,521
-722
| -17% | -$94.7K | 0.28% | 101 |
|
|
2020
Q3 | $675K | Buy |
+4,243
| New | +$675K | 0.44% | 72 |
|