Cerro Pacific Wealth Advisors’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 | – | Sell |
-1,215
| Closed | -$216K | – | 161 |
|
|
2025
Q1 | $216K | Sell |
1,215
-373
| -23% | -$66.2K | 0.07% | 152 |
|
|
2024
Q4 | $257K | Sell |
1,588
-2,096
| -57% | -$339K | 0.09% | 137 |
|
|
2024
Q3 | $560K | Hold |
3,684
| – | – | 0.21% | 92 |
|
|
2024
Q2 | $560K | Buy |
+3,684
| New | +$560K | 0.21% | 93 |
|
|
2023
Q1 | $288K | Buy |
+2,926
| New | +$288K | 0.16% | 119 |
|