Cove Private Wealth’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 | $846K | Hold |
4,850
| – | – | 0.3% | 78 |
|
|
2025
Q1 | $695K | Sell |
4,850
-600
| -11% | -$86K | 0.37% | 68 |
|
|
2024
Q4 | $966K | Hold |
5,450
| – | – | 0.58% | 43 |
|
|
2024
Q3 | $882K | Hold |
5,450
| – | – | 0.68% | 42 |
|
|
2024
Q2 | $829K | Hold |
5,450
| – | – | 0.66% | 44 |
|
|
2024
Q1 | $785K | Hold |
5,450
| – | – | 0.67% | 42 |
|
|
2023
Q4 | $733K | Buy |
+5,450
| New | +$733K | 0.7% | 45 |
|