Dynamic Wealth Strategies’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.9K Sell
137
-126
-48% -$22K 0.02% 158
2025
Q1
$37.7K Buy
+263
New +$37.7K 0.03% 139
2024
Q4
Sell
-263
Closed -$43K 114
2024
Q3
$43K Buy
263
+137
+109% +$22.4K 0.04% 133
2024
Q2
$19K Hold
126
0.02% 162
2024
Q1
$18K Sell
126
-41
-25% -$5.86K 0.02% 167
2023
Q4
$22.5K Buy
+167
New +$22.5K 0.02% 155