Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$26.9K | – | 248 |
|
|
2023
Q4 | $26.9K | Buy |
+200
| New | +$26.9K | ﹤0.01% | 298 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$26K | – | 236 |
|
|
2022
Q2 | $26K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $29.2K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $35K | Hold |
200
| – | – | 0.01% | 404 |
|
|
2021
Q3 | $29K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $30K | Hold |
200
| – | – | 0.01% | 388 |
|
|
2021
Q1 | $28K | Hold |
200
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $28K | Hold |
200
| – | – | 0.01% | 357 |
|
|
2020
Q3 | $29K | Hold |
200
| – | – | 0.01% | 327 |
|
|
2020
Q2 | $28K | Buy |
+200
| New | +$28K | 0.01% | 295 |
|