TrinityPoint Wealth’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 |
-2,003
| Closed | -$260K | – | 283 |
|
|
2022
Q2 | $260K | Sell |
2,003
-230
| -10% | -$29.9K | 0.06% | 228 |
|
|
2022
Q1 | $317K | Sell |
2,233
-421
| -16% | -$59.8K | 0.06% | 240 |
|
|
2021
Q4 | $469K | Buy |
2,654
+92
| +4% | +$16.3K | 0.08% | 194 |
|
|
2021
Q3 | $370K | Buy |
2,562
+1,174
| +85% | +$170K | 0.07% | 213 |
|
|
2021
Q2 | $209K | Buy |
+1,388
| New | +$209K | 0.04% | 249 |
|
|
2021
Q1 | – | Sell |
-1,388
| Closed | -$202K | – | 246 |
|
|
2020
Q4 | $202K | Hold |
1,388
| – | – | 0.05% | 222 |
|
|
2020
Q3 | $204K | Buy |
+1,388
| New | +$204K | 0.06% | 207 |
|