Carson Wealth (CWM LLC)’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
10,786
-460
| -4% | -$80.2K | 0.01% | 975 |
|
|
2025
Q1 | $1.61M | Sell |
11,246
-191
| -2% | -$27.4K | 0.01% | 905 |
|
|
2024
Q4 | $2.03M | Buy |
11,437
+422
| +4% | +$74.8K | 0.01% | 777 |
|
|
2024
Q3 | $1.78M | Sell |
11,015
-172,648
| -94% | -$27.9M | 0.01% | 755 |
|
|
2024
Q2 | $27.9M | Sell |
183,663
-10,033
| -5% | -$1.53M | 0.13% | 144 |
|
|
2024
Q1 | $27.9M | Sell |
193,696
-14,987
| -7% | -$2.16M | 0.14% | 152 |
|
|
2023
Q4 | $28.1M | Sell |
208,683
-26,260
| -11% | -$3.53M | 0.15% | 136 |
|
|
2023
Q3 | $28.4M | Sell |
234,943
-26,185
| -10% | -$3.17M | 0.17% | 117 |
|
|
2023
Q2 | $29.7M | Sell |
261,128
-14,281
| -5% | -$1.63M | 0.18% | 111 |
|
|
2023
Q1 | $27.1M | Buy |
275,409
+11,631
| +4% | +$1.14M | 0.18% | 116 |
|
|
2022
Q4 | $26.4M | Buy |
263,778
+35,032
| +15% | +$3.51M | 0.19% | 112 |
|
|
2022
Q3 | $22.7M | Buy |
228,746
+14,679
| +7% | +$1.46M | 0.18% | 113 |
|
|
2022
Q2 | $27.8M | Buy |
214,067
+14,415
| +7% | +$1.87M | 0.22% | 96 |
|
|
2022
Q1 | $28.3M | Buy |
199,652
+196,967
| +7,336% | +$27.9M | 0.2% | 95 |
|
|
2021
Q4 | $475K | Buy |
+2,685
| New | +$475K | ﹤0.01% | 743 |
|
|
2021
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2021
Q1 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q4 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q3 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q1 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q4 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q3 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q1 | $113K | Buy |
754
+265
| +54% | +$39.7K | ﹤0.01% | 1090 |
|
|
2018
Q4 | $52K | Buy |
489
+301
| +160% | +$32K | ﹤0.01% | 870 |
|
|
2018
Q3 | $21K | Hold |
188
| – | – | ﹤0.01% | 935 |
|
|
2018
Q2 | $21K | Hold |
188
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $20K | Sell |
188
-145
| -44% | -$15.4K | ﹤0.01% | 708 |
|
|
2017
Q4 | $38K | Buy |
333
+95
| +40% | +$10.8K | ﹤0.01% | 574 |
|
|
2017
Q3 | $28K | Buy |
+238
| New | +$28K | ﹤0.01% | 637 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$2K | – | 695 |
|
|
2015
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 570 |
|