180 Wealth Advisors’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 | $251K | Sell |
1,440
-3
| -0.2% | -$523 | 0.04% | 364 |
|
|
2025
Q1 | $207K | Buy |
1,443
+141
| +11% | +$20.2K | 0.03% | 372 |
|
|
2024
Q4 | $231K | Sell |
1,302
-66
| -5% | -$11.7K | 0.04% | 361 |
|
|
2024
Q3 | $221K | Buy |
1,368
+51
| +4% | +$8.25K | 0.03% | 389 |
|
|
2024
Q2 | $208K | Buy |
+1,317
| New | +$208K | 0.03% | 399 |
|
|
2021
Q1 | – | Sell |
-2,070
| Closed | -$286K | – | 349 |
|
|
2020
Q4 | $286K | Buy |
2,070
+46
| +2% | +$6.36K | 0.08% | 235 |
|
|
2020
Q3 | $315K | Sell |
2,024
-8
| -0.4% | -$1.25K | 0.12% | 175 |
|
|
2020
Q2 | $292K | Sell |
2,032
-43
| -2% | -$6.18K | 0.12% | 182 |
|
|
2020
Q1 | $280K | Sell |
2,075
-474
| -19% | -$64K | 0.15% | 160 |
|
|
2019
Q4 | $308K | Sell |
2,549
-1,761
| -41% | -$213K | 0.12% | 195 |
|
|
2019
Q3 | $557K | Buy |
4,310
+420
| +11% | +$54.3K | 0.25% | 115 |
|
|
2019
Q2 | $449K | Sell |
3,890
-1,511
| -28% | -$174K | 0.2% | 134 |
|
|
2019
Q1 | $634K | Sell |
5,401
-1,115
| -17% | -$131K | 0.29% | 96 |
|
|
2018
Q4 | $733K | Sell |
6,516
-230
| -3% | -$25.9K | 0.34% | 88 |
|
|
2018
Q3 | $759K | Sell |
6,746
-722
| -10% | -$81.2K | 0.35% | 88 |
|
|
2018
Q2 | $833K | Sell |
7,468
-786
| -10% | -$87.7K | 0.41% | 71 |
|
|
2018
Q1 | $863K | Sell |
8,254
-677
| -8% | -$70.8K | 0.45% | 74 |
|
|
2017
Q4 | $1.02M | Buy |
+8,931
| New | +$1.02M | 0.52% | 58 |
|