PFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-253
| Closed | -$30.6K | – | 252 |
|
|
2023
Q3 | $30.6K | Sell |
253
-520
| -67% | -$62.9K | 0.02% | 143 |
|
|
2023
Q2 | $88K | Buy |
773
+7
| +0.9% | +$797 | 0.05% | 126 |
|
|
2023
Q1 | $75.3K | Buy |
766
+142
| +23% | +$14K | 0.05% | 134 |
|
|
2022
Q4 | $63K | Sell |
624
-141
| -18% | -$14.2K | 0.04% | 127 |
|
|
2022
Q3 | $76K | Hold |
765
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $99K | Buy |
765
+4
| +0.5% | +$518 | 0.06% | 101 |
|
|
2022
Q1 | $108K | Buy |
+761
| New | +$108K | 0.06% | 110 |
|