Cyndeo 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 | $951K | Buy |
5,453
+100
| +2% | +$17.4K | 0.06% | 233 |
|
|
2025
Q1 | $767K | Sell |
5,353
-41,846
| -89% | -$6M | 0.05% | 247 |
|
|
2024
Q4 | $8.37M | Buy |
47,199
+760
| +2% | +$135K | 0.57% | 54 |
|
|
2024
Q3 | $7.52M | Buy |
46,439
+4,824
| +12% | +$781K | 0.52% | 56 |
|
|
2024
Q2 | $6.33M | Buy |
41,615
+4,509
| +12% | +$686K | 0.5% | 58 |
|
|
2024
Q1 | $5.34M | Sell |
37,106
-3,395
| -8% | -$489K | 0.44% | 72 |
|
|
2023
Q4 | $5.45M | Buy |
40,501
+2,659
| +7% | +$358K | 0.5% | 56 |
|
|
2023
Q3 | $4.58M | Buy |
37,842
+2,069
| +6% | +$250K | 0.48% | 63 |
|
|
2023
Q2 | $4.07M | Buy |
+35,773
| New | +$4.07M | 0.43% | 73 |
|