BSW Wealth 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 | $246K | Sell |
1,412
-29
| -2% | -$5.05K | 0.03% | 276 |
|
|
2025
Q1 | $206K | Buy |
1,441
+48
| +3% | +$6.88K | 0.03% | 291 |
|
|
2024
Q4 | $247K | Buy |
1,393
+112
| +9% | +$19.9K | 0.04% | 266 |
|
|
2024
Q3 | $207K | Sell |
1,281
-211
| -14% | -$34.1K | 0.03% | 281 |
|
|
2024
Q2 | $227K | Buy |
1,492
+67
| +5% | +$10.2K | 0.04% | 262 |
|
|
2024
Q1 | $205K | Buy |
+1,425
| New | +$205K | 0.03% | 277 |
|
|
2023
Q3 | – | Sell |
-2,754
| Closed | -$314K | – | 255 |
|
|
2023
Q2 | $314K | Buy |
2,754
+132
| +5% | +$15K | 0.07% | 179 |
|
|
2023
Q1 | $258K | Buy |
2,622
+487
| +23% | +$47.9K | 0.05% | 245 |
|
|
2022
Q4 | $214K | Buy |
+2,135
| New | +$214K | 0.05% | 267 |
|
|
2019
Q4 | – | Sell |
-712
| Closed | -$92K | – | 137 |
|
|
2019
Q3 | $92K | Buy |
712
+26
| +4% | +$3.36K | 0.04% | 112 |
|
|
2019
Q2 | $81K | Buy |
+686
| New | +$81K | 0.03% | 112 |
|