Carson Wealth (CWM LLC)’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $27.9M | Sell |
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|
2024
Q1 | $27.9M | Sell |
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|
2023
Q4 | $28.1M | Sell |
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|
2023
Q3 | $28.4M | Sell |
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|
2023
Q2 | $29.7M | Sell |
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|
2023
Q1 | $27.1M | Buy |
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|
2022
Q4 | $26.4M | Buy |
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|
2022
Q3 | $22.7M | Buy |
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|
2022
Q2 | $27.8M | Buy |
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|
2022
Q1 | $28.3M | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $113K | Hold |
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $20K | Sell |
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|
2017
Q4 | $38K | Buy |
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|
2017
Q3 | $28K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Buy |
|