Simplicity Solutions’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$520K Buy
3,866
+737
+24% +$99.2K 0.01% 652
2023
Q3
$379K Sell
3,129
-200
-6% -$24.2K 0.01% 684
2023
Q2
$379K Sell
3,329
-2,984
-47% -$340K 0.01% 751
2023
Q1
$621K Buy
6,313
+3,938
+166% +$387K 0.02% 621
2022
Q4
$238K Buy
2,375
+127
+6% +$12.7K 0.03% 565
2022
Q3
$223K Buy
2,248
+299
+15% +$29.7K 0.03% 560
2022
Q2
$253K Sell
1,949
-791
-29% -$103K 0.03% 484
2022
Q1
$388K Sell
2,740
-4,500
-62% -$637K 0.05% 368
2021
Q4
$1.28M Buy
7,240
+3,885
+116% +$687K 0.14% 185
2021
Q3
$485K Buy
3,355
+88
+3% +$12.7K 0.07% 287
2021
Q2
$491K Buy
3,267
+759
+30% +$114K 0.1% 228
2021
Q1
$353K Sell
2,508
-2,767
-52% -$389K 0.08% 276
2020
Q4
$736K Buy
5,275
+22
+0.4% +$3.07K 0.01% 617
2020
Q3
$771K Buy
5,253
+420
+9% +$61.6K 0.01% 547
2020
Q2
$687K Buy
4,833
+635
+15% +$90.3K 0.01% 567
2020
Q1
$583K Buy
4,198
+1,625
+63% +$226K 0.02% 455
2019
Q4
$308K Buy
2,573
+712
+38% +$85.2K 0.01% 669
2019
Q3
$242K Sell
1,861
-778
-29% -$101K 0.01% 631
2019
Q2
$311K Buy
2,639
+22
+0.8% +$2.59K 0.01% 477
2019
Q1
$311K Buy
2,617
+379
+17% +$45K 0.02% 525
2018
Q4
$238K Buy
+2,238
New +$238K 0.03% 517