Envestnet Portfolio Solutions’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
$683K Sell
3,918
-1,574
-29% -$274K ﹤0.01% 958
2025
Q1
$787K Sell
5,492
-3,003
-35% -$430K ﹤0.01% 874
2024
Q4
$1.51M Sell
8,495
-604
-7% -$107K ﹤0.01% 768
2024
Q3
$1.47M Buy
9,099
+338
+4% +$54.7K ﹤0.01% 769
2024
Q2
$1.33M Buy
8,761
+429
+5% +$65.2K ﹤0.01% 766
2024
Q1
$1.2M Sell
8,332
-361
-4% -$52K ﹤0.01% 793
2023
Q4
$1.17M Buy
8,693
+297
+4% +$40K ﹤0.01% 753
2023
Q3
$1.02M Buy
+8,396
New +$1.02M ﹤0.01% 744