Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,142
| Closed | -$203K | – | 1153 |
|
|
2024
Q4 | $203K | Sell |
1,142
-4
| -0.3% | -$709 | 0.01% | 699 |
|
|
2024
Q3 | $185K | Sell |
1,146
-33
| -3% | -$5.34K | 0.01% | 714 |
|
|
2024
Q2 | $179K | Sell |
1,179
-147
| -11% | -$22.4K | 0.01% | 697 |
|
|
2024
Q1 | $191K | Buy |
1,326
+278
| +27% | +$40K | 0.01% | 722 |
|
|
2023
Q4 | $141K | Buy |
1,048
+138
| +15% | +$18.6K | 0.01% | 561 |
|
|
2023
Q3 | $110K | Hold |
910
| – | – | 0.01% | 608 |
|
|
2023
Q2 | $104K | Sell |
910
-194
| -18% | -$22.1K | 0.01% | 618 |
|
|
2023
Q1 | $109K | Buy |
1,104
+161
| +17% | +$15.8K | 0.01% | 625 |
|
|
2022
Q4 | $94.6K | Buy |
943
+4
| +0.4% | +$401 | 0.01% | 540 |
|
|
2022
Q3 | $93K | Hold |
939
| – | – | 0.01% | 530 |
|
|
2022
Q2 | $121K | Sell |
939
-9
| -0.9% | -$1.16K | 0.01% | 473 |
|
|
2022
Q1 | $134K | Hold |
948
| – | – | 0.01% | 473 |
|
|
2021
Q4 | $167K | Hold |
948
| – | – | 0.01% | 448 |
|
|
2021
Q3 | $136K | Hold |
948
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $142K | Hold |
948
| – | – | 0.01% | 433 |
|
|
2021
Q1 | $133K | Buy |
948
+105
| +12% | +$14.7K | 0.01% | 433 |
|
|
2020
Q4 | $117K | Hold |
843
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $123K | Buy |
843
+36
| +4% | +$5.25K | 0.02% | 425 |
|
|
2020
Q2 | $114K | Hold |
807
| – | – | 0.02% | 428 |
|
|
2020
Q1 | $112K | Hold |
807
| – | – | 0.02% | 402 |
|
|
2019
Q4 | $96K | Hold |
807
| – | – | 0.02% | 433 |
|
|
2019
Q3 | $104K | Hold |
807
| – | – | 0.02% | 408 |
|
|
2019
Q2 | $95K | Buy |
+807
| New | +$95K | 0.02% | 411 |
|