Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,683
| Closed | -$365K | – | 502 |
|
|
2022
Q3 | $365K | Buy |
3,683
+13
| +0.4% | +$1.29K | 0.02% | 330 |
|
|
2022
Q2 | $476K | Buy |
3,670
+922
| +34% | +$120K | 0.02% | 306 |
|
|
2022
Q1 | $391K | Buy |
+2,748
| New | +$391K | 0.02% | 342 |
|
|
2018
Q4 | – | Sell |
-1,103
| Closed | -$124K | – | 584 |
|
|
2018
Q3 | $124K | Buy |
+1,103
| New | +$124K | 0.01% | 494 |
|