1776 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
5,775
| – | – | 0.41% | 44 |
|
|
2025
Q1 | $828K | Hold |
5,775
| – | – | 0.38% | 50 |
|
|
2024
Q4 | $1.02M | Hold |
5,775
| – | – | 0.47% | 40 |
|
|
2024
Q3 | $935K | Sell |
5,775
-827
| -13% | -$134K | 0.42% | 43 |
|
|
2024
Q2 | $1M | Buy |
+6,602
| New | +$1M | 0.45% | 42 |
|
|
2023
Q1 | – | Sell |
-7,925
| Closed | -$795K | – | 126 |
|
|
2022
Q4 | $795K | Sell |
7,925
-800
| -9% | -$80.3K | 0.57% | 31 |
|
|
2022
Q3 | $865K | Sell |
8,725
-200
| -2% | -$19.8K | 0.66% | 28 |
|
|
2022
Q2 | $1.16M | Buy |
8,925
+850
| +11% | +$110K | 0.81% | 24 |
|
|
2022
Q1 | $1.15M | Sell |
8,075
-500
| -6% | -$70.9K | 0.66% | 27 |
|
|
2021
Q4 | $1.52M | Buy |
8,575
+1,000
| +13% | +$177K | 0.82% | 24 |
|
|
2021
Q3 | $1.09M | Buy |
7,575
+300
| +4% | +$43.3K | 0.62% | 32 |
|
|
2021
Q2 | $1.1M | Hold |
7,275
| – | – | 0.62% | 32 |
|
|
2021
Q1 | $1.03M | Buy |
7,275
+200
| +3% | +$28.2K | 0.65% | 34 |
|
|
2020
Q4 | $987K | Buy |
+7,075
| New | +$987K | 0.62% | 29 |
|
|
2020
Q3 | – | Sell |
-7,075
| Closed | -$1.01M | – | 159 |
|
|
2020
Q2 | $1.01M | Sell |
7,075
-6,825
| -49% | -$969K | 0.69% | 27 |
|
|
2020
Q1 | $1.8M | Buy |
13,900
+7,200
| +107% | +$933K | 0.76% | 22 |
|
|
2019
Q4 | $802K | Buy |
+6,700
| New | +$802K | 0.68% | 24 |
|