Evermay Wealth Management’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 | $64.5K | Hold |
370
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $53K | Hold |
370
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $66K | Buy |
370
+15
| +4% | +$2.68K | 0.01% | 293 |
|
|
2024
Q3 | $57.5K | Sell |
355
-191
| -35% | -$30.9K | 0.01% | 324 |
|
|
2024
Q2 | $83K | Hold |
546
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $78.6K | Sell |
546
-3
| -0.5% | -$432 | 0.01% | 308 |
|
|
2023
Q4 | $74.6K | Buy |
549
+3
| +0.5% | +$407 | 0.01% | 285 |
|
|
2023
Q3 | $66.1K | Hold |
546
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $62.2K | Hold |
546
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $53.7K | Sell |
546
-60
| -10% | -$5.9K | 0.01% | 295 |
|
|
2022
Q4 | $61.6K | Buy |
606
+136
| +29% | +$13.8K | 0.01% | 279 |
|
|
2022
Q3 | $47K | Buy |
470
+45
| +11% | +$4.5K | 0.01% | 285 |
|
|
2022
Q2 | $55K | Buy |
425
+55
| +15% | +$7.12K | 0.01% | 268 |
|
|
2022
Q1 | $52K | Sell |
370
-275
| -43% | -$38.6K | 0.01% | 297 |
|
|
2021
Q4 | $114K | Sell |
645
-80
| -11% | -$14.1K | 0.02% | 220 |
|
|
2021
Q3 | $105K | Sell |
725
-530
| -42% | -$76.8K | 0.02% | 212 |
|
|
2021
Q2 | $189K | Buy |
+1,255
| New | +$189K | 0.04% | 178 |
|