BWP
Balboa Wealth Partners’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
4,272
+1,685
| +65% | +$294K | 0.15% | 119 |
|
|
2025
Q1 | $371K | Buy |
2,587
+490
| +23% | +$70.2K | 0.09% | 165 |
|
|
2024
Q4 | $372K | Buy |
2,097
+727
| +53% | +$129K | 0.08% | 174 |
|
|
2024
Q3 | $222K | Buy |
1,370
+27
| +2% | +$4.37K | 0.06% | 249 |
|
|
2024
Q2 | $204K | Buy |
+1,343
| New | +$204K | 0.05% | 252 |
|