Windsor Wealth 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
Q2 | – | Sell |
-3,562
| Closed | -$534K | – | 177 |
|
|
2022
Q1 | $534K | Sell |
3,562
-62
| -2% | -$9.3K | 0.1% | 142 |
|
|
2021
Q4 | $613K | Buy |
3,624
+226
| +7% | +$38.2K | 0.11% | 138 |
|
|
2021
Q3 | $493K | Buy |
3,398
+132
| +4% | +$19.2K | 0.1% | 155 |
|
|
2021
Q2 | $491K | Buy |
3,266
+232
| +8% | +$34.9K | 0.11% | 151 |
|
|
2021
Q1 | $427K | Buy |
3,034
+63
| +2% | +$8.87K | 0.1% | 150 |
|
|
2020
Q4 | $415K | Sell |
2,971
-720
| -20% | -$101K | 0.11% | 146 |
|
|
2020
Q3 | $564K | Buy |
3,691
+1,263
| +52% | +$193K | 0.16% | 117 |
|
|
2020
Q2 | $345K | Buy |
+2,428
| New | +$345K | 0.11% | 146 |
|