Concord 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 | $11.9K | Sell |
68
-70
| -51% | -$12.2K | ﹤0.01% | 521 |
|
|
2025
Q1 | $19.8K | Hold |
138
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $24.5K | Hold |
138
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $22.3K | Sell |
138
-10
| -7% | -$1.62K | ﹤0.01% | 456 |
|
|
2024
Q2 | $22.5K | Buy |
148
+10
| +7% | +$1.52K | ﹤0.01% | 409 |
|
|
2024
Q1 | $19.9K | Hold |
138
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $18.6K | Hold |
138
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $16.7K | Sell |
138
-6
| -4% | -$726 | ﹤0.01% | 535 |
|
|
2023
Q2 | $16.4K | Hold |
144
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $14.2K | Sell |
144
-111
| -44% | -$10.9K | ﹤0.01% | 545 |
|
|
2022
Q4 | $25.6K | Buy |
+255
| New | +$25.6K | 0.01% | 486 |
|
|
2022
Q3 | – | Sell |
-311
| Closed | -$40K | – | 396 |
|
|
2022
Q2 | $40K | Sell |
311
-801
| -72% | -$103K | 0.01% | 411 |
|
|
2022
Q1 | $158K | Sell |
1,112
-55
| -5% | -$7.82K | 0.04% | 221 |
|
|
2021
Q4 | $206K | Buy |
1,167
+710
| +155% | +$125K | 0.05% | 181 |
|
|
2021
Q3 | $66K | Sell |
457
-428
| -48% | -$61.8K | 0.03% | 178 |
|
|
2021
Q2 | $133K | Buy |
885
+138
| +18% | +$20.7K | 0.04% | 189 |
|
|
2021
Q1 | $105K | Buy |
747
+733
| +5,236% | +$103K | 0.04% | 213 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 524 |
|