Core 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 | $274K | Sell |
1,573
-54
| -3% | -$9.41K | 0.14% | 130 |
|
|
2025
Q1 | $233K | Buy |
1,627
+1
| +0.1% | +$143 | 0.14% | 147 |
|
|
2024
Q4 | $288K | Buy |
1,626
+30
| +2% | +$5.32K | 0.17% | 126 |
|
|
2024
Q3 | $258K | Buy |
1,596
+49
| +3% | +$7.93K | 0.16% | 133 |
|
|
2024
Q2 | $235K | Hold |
1,547
| – | – | 0.16% | 127 |
|
|
2024
Q1 | $223K | Sell |
1,547
-90
| -5% | -$13K | 0.17% | 123 |
|
|
2023
Q4 | $220K | Buy |
+1,637
| New | +$220K | 0.18% | 104 |
|