Concord Wealth Partners’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
$11.8K Hold
2025
Q2
$11.9K Sell
2025
Q1
$19.8K Hold
2024
Q4
$24.5K Hold
2024
Q3
$22.3K Sell
2024
Q2
$22.5K Buy
2024
Q1
$19.9K Hold
2023
Q4
$18.6K Hold
2023
Q3
$16.7K Sell
2023
Q2
$16.4K Hold
2023
Q1
$14.2K Sell
2022
Q4
$25.6K Buy
2022
Q3
Sell
2022
Q2
$40K Sell
2022
Q1
$158K Sell
2021
Q4
$206K Buy
2021
Q3
$66K Sell
2021
Q2
$133K Buy
2021
Q1
$105K Buy
2020
Q4
$2K Buy