EverSource Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $351K | Buy |
2,013
+101
| +5% | +$17.6K | 0.02% | 593 |
|
2025
Q1 | $274K | Sell |
1,912
-744
| -28% | -$107K | 0.02% | 555 |
|
2024
Q4 | $471K | Buy |
2,656
+1,425
| +116% | +$253K | 0.03% | 386 |
|
2024
Q3 | $199K | Buy |
1,231
+51
| +4% | +$8.26K | 0.01% | 558 |
|
2024
Q2 | $177K | Sell |
1,180
-86
| -7% | -$12.9K | 0.01% | 603 |
|
2024
Q1 | $176K | Buy |
1,266
+63
| +5% | +$8.75K | 0.01% | 532 |
|
2023
Q4 | $162K | Buy |
1,203
+652
| +118% | +$87.8K | 0.01% | 488 |
|
2023
Q3 | $66.6K | Sell |
551
-64
| -10% | -$7.74K | 0.01% | 710 |
|
2023
Q2 | $70K | Sell |
615
-441
| -42% | -$50.2K | 0.01% | 710 |
|
2023
Q1 | $104K | Buy |
1,056
+23
| +2% | +$2.26K | 0.01% | 536 |
|
2022
Q4 | $104K | Buy |
1,033
+176
| +21% | +$17.7K | 0.02% | 494 |
|
2022
Q3 | $84K | Buy |
857
+80
| +10% | +$7.84K | 0.02% | 478 |
|
2022
Q2 | $100K | Buy |
777
+56
| +8% | +$7.21K | 0.03% | 374 |
|
2022
Q1 | $102K | Buy |
721
+538
| +294% | +$76.1K | 0.03% | 331 |
|
2021
Q4 | $32K | Buy |
+183
| New | +$32K | 0.01% | 515 |
|