Surevest’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 527 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 401 |
|
|
2020
Q1 | – | Sell |
-17,020
| Closed | -$2.04M | – | 107 |
|
|
2019
Q4 | $2.04M | Buy |
17,020
+1,396
| +9% | +$167K | 0.87% | 52 |
|
|
2019
Q3 | $2.03M | Buy |
15,624
+1,338
| +9% | +$174K | 1% | 33 |
|
|
2019
Q2 | $1.68M | Buy |
14,286
+8,767
| +159% | +$1.03M | 0.87% | 36 |
|
|
2019
Q1 | $657K | Buy |
5,519
+2,979
| +117% | +$355K | 0.4% | 81 |
|
|
2018
Q4 | $271K | Buy |
+2,540
| New | +$271K | 0.21% | 102 |
|