Avantax Planning Partners’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 | $367K | Sell |
2,106
-34
| -2% | -$5.93K | 0.01% | 312 |
|
|
2025
Q1 | $307K | Sell |
2,140
-33
| -2% | -$4.73K | 0.01% | 334 |
|
|
2024
Q4 | $385K | Hold |
2,173
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $352K | Buy |
2,173
+15
| +0.7% | +$2.43K | 0.01% | 308 |
|
|
2024
Q2 | $328K | Hold |
2,158
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $311K | Sell |
2,158
-207
| -9% | -$29.8K | 0.01% | 355 |
|
|
2023
Q4 | $318K | Sell |
2,365
-156
| -6% | -$21K | 0.01% | 291 |
|
|
2023
Q3 | $305K | Sell |
2,521
-930
| -27% | -$113K | 0.01% | 282 |
|
|
2023
Q2 | $393K | Buy |
3,451
+479
| +16% | +$54.5K | 0.02% | 255 |
|
|
2023
Q1 | $292K | Buy |
2,972
+886
| +42% | +$87.1K | 0.01% | 300 |
|
|
2022
Q4 | $209K | Buy |
2,086
+67
| +3% | +$6.72K | 0.01% | 349 |
|
|
2022
Q3 | $200K | Buy |
2,019
+346
| +21% | +$34.3K | 0.01% | 329 |
|
|
2022
Q2 | $217K | Sell |
1,673
-93
| -5% | -$12.1K | 0.01% | 314 |
|
|
2022
Q1 | $250K | Buy |
1,766
+184
| +12% | +$26K | 0.01% | 310 |
|
|
2021
Q4 | $280K | Buy |
1,582
+32
| +2% | +$5.66K | 0.01% | 287 |
|
|
2021
Q3 | $224K | Sell |
1,550
-5
| -0.3% | -$723 | 0.01% | 302 |
|
|
2021
Q2 | $234K | Buy |
+1,555
| New | +$234K | 0.01% | 287 |
|
|
2020
Q4 | – | Sell |
-1,537
| Closed | -$226K | – | 296 |
|
|
2020
Q3 | $226K | Buy |
+1,537
| New | +$226K | 0.01% | 266 |
|
|
2020
Q1 | – | Sell |
-1,821
| Closed | -$218K | – | 281 |
|
|
2019
Q4 | $218K | Buy |
1,821
+42
| +2% | +$5.03K | 0.01% | 277 |
|
|
2019
Q3 | $231K | Hold |
1,779
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $214K | Buy |
1,779
+17
| +1% | +$2.05K | 0.01% | 280 |
|
|
2019
Q1 | $210K | Buy |
+1,762
| New | +$210K | 0.01% | 274 |
|
|
2018
Q4 | – | Sell |
-254
| Closed | -$29K | – | 497 |
|
|
2018
Q3 | $29K | Buy |
+254
| New | +$29K | ﹤0.01% | 615 |
|
|
2018
Q2 | – | Sell |
-1,914
| Closed | -$202K | – | 528 |
|
|
2018
Q1 | $202K | Sell |
1,914
-151
| -7% | -$15.9K | 0.02% | 289 |
|
|
2017
Q4 | $235K | Sell |
2,065
-108
| -5% | -$12.3K | 0.02% | 272 |
|
|
2017
Q3 | $257K | Buy |
+2,173
| New | +$257K | 0.02% | 315 |
|