SWMG
Signature Wealth Management Group’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,553
| Closed | -$2.06M | – | 105 |
|
|
2024
Q2 | $2.06M | Sell |
13,553
-173
| -1% | -$26.3K | 0.9% | 39 |
|
|
2024
Q1 | $1.88M | Sell |
13,726
-447
| -3% | -$61.2K | 0.85% | 40 |
|
|
2023
Q4 | $1.91M | Buy |
+14,173
| New | +$1.91M | 0.88% | 39 |
|
|
2023
Q2 | $3.8M | Buy |
33,377
+3,268
| +11% | +$372K | 1.77% | 20 |
|
|
2023
Q1 | $2.96M | Buy |
30,109
+2,627
| +10% | +$258K | 1.4% | 34 |
|
|
2022
Q4 | $2.76M | Buy |
27,482
+503
| +2% | +$50.4K | 1.35% | 34 |
|
|
2022
Q3 | $2.68M | Buy |
26,979
+1,948
| +8% | +$193K | 1.36% | 36 |
|
|
2022
Q2 | $3.25M | Sell |
25,031
-103
| -0.4% | -$13.4K | 1.58% | 32 |
|
|
2022
Q1 | $3.56M | Buy |
25,134
+3,260
| +15% | +$462K | 1.6% | 27 |
|
|
2021
Q4 | $3.87M | Buy |
21,874
+135
| +0.6% | +$23.9K | 1.95% | 13 |
|
|
2021
Q3 | $3.14M | Buy |
21,739
+61
| +0.3% | +$8.81K | 1.74% | 31 |
|
|
2021
Q2 | $3.26M | Sell |
21,678
-238
| -1% | -$35.8K | 1.82% | 26 |
|
|
2021
Q1 | $3.09M | Buy |
+21,916
| New | +$3.09M | 1.82% | 32 |
|