Axxcess Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+1,336
| New | +$233K | 0.01% | 791 |
|
|
2025
Q1 | – | Sell |
-2,431
| Closed | -$431K | – | 865 |
|
|
2024
Q4 | $431K | Buy |
2,431
+1,177
| +94% | +$209K | 0.01% | 580 |
|
|
2024
Q3 | $203K | Sell |
1,254
-80
| -6% | -$12.9K | 0.01% | 839 |
|
|
2024
Q2 | $203K | Sell |
1,334
-2,586
| -66% | -$393K | 0.01% | 797 |
|
|
2024
Q1 | $565K | Sell |
3,920
-83
| -2% | -$12K | 0.02% | 507 |
|
|
2023
Q4 | $539K | Sell |
4,003
-26
| -0.6% | -$3.5K | 0.02% | 495 |
|
|
2023
Q3 | $488K | Buy |
+4,029
| New | +$488K | 0.02% | 478 |
|
|
2023
Q2 | – | Sell |
-3,989
| Closed | -$392K | – | 618 |
|
|
2023
Q1 | $392K | Buy |
3,989
+215
| +6% | +$21.1K | 0.03% | 420 |
|
|
2022
Q4 | $378K | Buy |
+3,774
| New | +$378K | 0.03% | 408 |
|