Elevation 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 | $52.5K | Hold |
301
| – | – | 0.02% | 223 |
|
|
2025
Q1 | $43.1K | Buy |
301
+1
| +0.3% | +$143 | 0.02% | 248 |
|
|
2024
Q4 | $53.2K | Buy |
300
+55
| +22% | +$9.75K | 0.02% | 224 |
|
|
2024
Q3 | $39.6K | Hold |
245
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $37.3K | Hold |
245
| – | – | 0.02% | 239 |
|
|
2024
Q1 | $35.3K | Hold |
245
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $29.7K | Buy |
+245
| New | +$29.7K | 0.02% | 247 |
|