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