CreativeOne 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 | $305K | Buy |
1,752
+352
| +25% | +$61.4K | 0.01% | 913 |
|
|
2025
Q1 | $201K | Sell |
1,400
-866
| -38% | -$124K | 0.01% | 1008 |
|
|
2024
Q4 | $402K | Buy |
2,266
+35
| +2% | +$6.21K | 0.01% | 766 |
|
|
2024
Q3 | $361K | Buy |
2,231
+379
| +20% | +$61.3K | 0.01% | 726 |
|
|
2024
Q2 | $282K | Sell |
1,852
-416
| -18% | -$63.3K | 0.01% | 636 |
|
|
2024
Q1 | $327K | Sell |
2,268
-101
| -4% | -$14.6K | 0.01% | 694 |
|
|
2023
Q4 | $319K | Sell |
2,369
-1,165
| -33% | -$157K | 0.02% | 479 |
|
|
2023
Q3 | $428K | Sell |
3,534
-78
| -2% | -$9.45K | 0.03% | 362 |
|
|
2023
Q2 | $411K | Buy |
3,612
+331
| +10% | +$37.7K | 0.02% | 550 |
|
|
2023
Q1 | $323K | Buy |
3,281
+1,270
| +63% | +$125K | 0.02% | 608 |
|
|
2022
Q4 | $202K | Buy |
+2,011
| New | +$202K | 0.01% | 696 |
|
|
2022
Q1 | – | Sell |
-1,357
| Closed | -$240K | – | 749 |
|
|
2021
Q4 | $240K | Buy |
+1,357
| New | +$240K | 0.01% | 653 |
|