Wambolt & Associates’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,959
| Closed | -$698K | – | 262 |
|
|
2022
Q4 | $698K | Sell |
6,959
-450
| -6% | -$45.1K | 0.27% | 124 |
|
|
2022
Q3 | $735K | Sell |
7,409
-174
| -2% | -$17.3K | 0.31% | 113 |
|
|
2022
Q2 | $984K | Sell |
7,583
-90
| -1% | -$11.7K | 0.4% | 93 |
|
|
2022
Q1 | $1.12M | Sell |
7,673
-342
| -4% | -$49.9K | 0.41% | 92 |
|
|
2021
Q4 | $1.42M | Sell |
8,015
-123
| -2% | -$21.8K | 0.51% | 68 |
|
|
2021
Q3 | $1.18M | Buy |
8,138
+346
| +4% | +$50.2K | 0.47% | 80 |
|
|
2021
Q2 | $1.17M | Sell |
7,792
-469
| -6% | -$70.3K | 0.5% | 71 |
|
|
2021
Q1 | $1.18M | Sell |
8,261
-528
| -6% | -$75.6K | 0.62% | 58 |
|
|
2020
Q4 | $1.23M | Buy |
8,789
+1,452
| +20% | +$203K | 0.73% | 40 |
|
|
2020
Q3 | $1.08M | Sell |
7,337
-149
| -2% | -$21.9K | 0.81% | 36 |
|
|
2020
Q2 | $1.06M | Buy |
7,486
+490
| +7% | +$69.6K | 0.84% | 29 |
|
|
2020
Q1 | $972K | Sell |
6,996
-84
| -1% | -$11.7K | 1% | 25 |
|
|
2019
Q4 | $848K | Sell |
7,080
-86
| -1% | -$10.3K | 0.65% | 49 |
|
|
2019
Q3 | $930K | Sell |
7,166
-419
| -6% | -$54.4K | 0.77% | 36 |
|
|
2019
Q2 | $893K | Buy |
7,585
+60
| +0.8% | +$7.06K | 0.76% | 38 |
|
|
2019
Q1 | $907K | Buy |
7,525
+234
| +3% | +$28.2K | 0.82% | 31 |
|
|
2018
Q4 | $777K | Buy |
+7,291
| New | +$777K | 0.86% | 31 |
|