Oakwell Private Wealth Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,653
| Closed | -$234K | – | 61 |
|
|
2022
Q1 | $234K | Sell |
1,653
-763
| -32% | -$108K | 0.12% | 56 |
|
|
2021
Q4 | $427K | Sell |
2,416
-35
| -1% | -$6.19K | 0.21% | 47 |
|
|
2021
Q3 | $354K | Sell |
2,451
-4,346
| -64% | -$628K | 0.19% | 52 |
|
|
2021
Q2 | $1.02M | Buy |
6,797
+627
| +10% | +$94.4K | 0.66% | 26 |
|
|
2021
Q1 | $869K | Buy |
6,170
+41
| +0.7% | +$5.78K | 0.62% | 28 |
|
|
2020
Q4 | $855K | Buy |
+6,129
| New | +$855K | 0.67% | 27 |
|