Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38.7K | Hold |
218
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $35.3K | Hold |
218
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $33.1K | Hold |
218
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $31.4K | Buy |
218
+1
| +0.5% | +$144 | 0.01% | 347 |
|
|
2023
Q4 | $29.2K | Hold |
217
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $26.3K | Hold |
217
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $24.7K | Buy |
217
+1
| +0.5% | +$114 | 0.01% | 367 |
|
|
2023
Q1 | $21.3K | Sell |
216
-95
| -31% | -$9.36K | 0.01% | 383 |
|
|
2022
Q4 | $31.2K | Buy |
311
+9
| +3% | +$903 | 0.01% | 348 |
|
|
2022
Q3 | $30K | Buy |
302
+2
| +0.7% | +$199 | 0.01% | 363 |
|
|
2022
Q2 | $39K | Sell |
300
-207
| -41% | -$26.9K | 0.01% | 313 |
|
|
2022
Q1 | $72K | Buy |
507
+209
| +70% | +$29.7K | 0.02% | 229 |
|
|
2021
Q4 | $53K | Hold |
298
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $43K | Buy |
298
+1
| +0.3% | +$144 | 0.01% | 291 |
|
|
2021
Q2 | $45K | Buy |
297
+2
| +0.7% | +$303 | 0.01% | 282 |
|
|
2021
Q1 | $42 | Sell |
295
-91
| -24% | -$13 | 0.01% | 293 |
|
|
2020
Q4 | $54K | Buy |
386
+92
| +31% | +$12.9K | 0.02% | 246 |
|
|
2020
Q3 | $43K | Sell |
294
-6
| -2% | -$878 | 0.02% | 255 |
|
|
2020
Q2 | $43K | Buy |
300
+8
| +3% | +$1.15K | 0.02% | 258 |
|
|
2020
Q1 | $41K | Buy |
292
+26
| +10% | +$3.65K | 0.02% | 243 |
|
|
2019
Q4 | $32K | Buy |
+266
| New | +$32K | 0.01% | 302 |
|