Wills Financial Group’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 |
-1,916
| Closed | -$249K | – | 61 |
|
|
2022
Q2 | $249K | Sell |
1,916
-515
| -21% | -$66.9K | 0.12% | 56 |
|
|
2022
Q1 | $345K | Sell |
2,431
-99
| -4% | -$14.1K | 0.14% | 53 |
|
|
2021
Q4 | $447K | Hold |
2,530
| – | – | 0.18% | 56 |
|
|
2021
Q3 | $365K | Sell |
2,530
-37
| -1% | -$5.34K | 0.16% | 55 |
|
|
2021
Q2 | $386K | Sell |
2,567
-50
| -2% | -$7.52K | 0.17% | 57 |
|
|
2021
Q1 | $368K | Hold |
2,617
| – | – | 0.18% | 53 |
|
|
2020
Q4 | $365K | Buy |
2,617
+14
| +0.5% | +$1.95K | 0.18% | 51 |
|
|
2020
Q3 | $382K | Sell |
2,603
-73
| -3% | -$10.7K | 0.22% | 45 |
|
|
2020
Q2 | $380K | Buy |
2,676
+2
| +0.1% | +$284 | 0.24% | 46 |
|
|
2020
Q1 | $371K | Sell |
2,674
-71
| -3% | -$9.85K | 0.26% | 45 |
|
|
2019
Q4 | $328K | Buy |
2,745
+153
| +6% | +$18.3K | 0.19% | 55 |
|
|
2019
Q3 | $336K | Buy |
2,592
+2
| +0.1% | +$259 | 0.22% | 48 |
|
|
2019
Q2 | $305K | Sell |
2,590
-122
| -4% | -$14.4K | 0.2% | 50 |
|
|
2019
Q1 | $322K | Hold |
2,712
| – | – | 0.22% | 50 |
|
|
2018
Q4 | $288K | Hold |
2,712
| – | – | 0.22% | 52 |
|
|
2018
Q3 | $305K | Hold |
2,712
| – | – | 0.2% | 62 |
|
|
2018
Q2 | $302K | Buy |
2,712
+137
| +5% | +$15.3K | 0.22% | 62 |
|
|
2018
Q1 | $271K | Buy |
2,575
+475
| +23% | +$50K | 0.2% | 63 |
|
|
2017
Q4 | $239K | Hold |
2,100
| – | – | 0.17% | 66 |
|
|
2017
Q3 | $248K | Buy |
+2,100
| New | +$248K | 0.18% | 64 |
|