RWA
Roberts Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,346
| Closed | -$1.45M | – | 86 |
|
|
2022
Q3 | $1.45M | Buy |
+15,346
| New | +$1.45M | 0.71% | 43 |
|
|
2022
Q1 | – | Sell |
-14,065
| Closed | -$2.49M | – | 92 |
|
|
2021
Q4 | $2.49M | Buy |
14,065
+481
| +4% | +$85.1K | 0.9% | 38 |
|
|
2021
Q3 | $1.96M | Buy |
+13,584
| New | +$1.96M | 0.78% | 45 |
|