Arete 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 | – | Sell |
-7,333
| Closed | -$222K | – | 742 |
|
|
2025
Q1 | $222K | Buy |
+7,333
| New | +$222K | 0.02% | 641 |
|
|
2024
Q1 | – | Sell |
-8,537
| Closed | -$257K | – | 462 |
|
|
2023
Q4 | $257K | Buy |
8,537
+130
| +2% | +$3.92K | 0.02% | 591 |
|
|
2023
Q3 | $227K | Buy |
+8,407
| New | +$227K | 0.04% | 403 |
|
|
2015
Q4 | – | Sell |
-30,649
| Closed | -$2M | – | 140 |
|
|
2015
Q3 | $2M | Buy |
30,649
+4,633
| +18% | +$303K | 1.56% | 11 |
|
|
2015
Q2 | $1.74M | Buy |
26,016
+387
| +2% | +$25.8K | 1.17% | 18 |
|
|
2015
Q1 | $1.69M | Buy |
25,629
+625
| +2% | +$41.2K | 1.09% | 13 |
|
|
2014
Q4 | $1.66M | Buy |
25,004
+10,348
| +71% | +$686K | 1.17% | 16 |
|
|
2014
Q3 | $914K | Buy |
14,656
+194
| +1% | +$12.1K | 0.69% | 31 |
|
|
2014
Q2 | $843K | Buy |
+14,462
| New | +$843K | 0.66% | 37 |
|