GWMIA
Global Wealth Management Investment Advisory’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
29,644
-1,281
| -4% | -$223K | 0.97% | 29 |
|
|
2025
Q1 | $4.43M | Buy |
30,925
+849
| +3% | +$122K | 0.89% | 40 |
|
|
2024
Q4 | $5.33M | Sell |
30,076
-2,405
| -7% | -$426K | 1.1% | 25 |
|
|
2024
Q3 | $5.26M | Buy |
32,481
+822
| +3% | +$133K | 1.13% | 24 |
|
|
2024
Q2 | $4.81M | Buy |
31,659
+1,288
| +4% | +$196K | 1.12% | 25 |
|
|
2024
Q1 | $4.37M | Sell |
30,371
-106
| -0.3% | -$15.3K | 1.07% | 27 |
|
|
2023
Q4 | $4.1M | Sell |
30,477
-1,829
| -6% | -$246K | 1.05% | 24 |
|
|
2023
Q3 | $3.91M | Buy |
32,306
+461
| +1% | +$55.8K | 1.1% | 22 |
|
|
2023
Q2 | $3.63M | Buy |
31,845
+826
| +3% | +$94.1K | 1% | 32 |
|
|
2023
Q1 | $3.05M | Buy |
31,019
+730
| +2% | +$71.8K | 0.92% | 41 |
|
|
2022
Q4 | $3.04M | Buy |
30,289
+27,152
| +866% | +$2.72M | 0.99% | 39 |
|
|
2022
Q3 | $311K | Buy |
3,137
+219
| +8% | +$21.7K | 0.11% | 117 |
|
|
2022
Q2 | $379K | Buy |
2,918
+249
| +9% | +$32.3K | 0.13% | 109 |
|
|
2022
Q1 | $378K | Buy |
2,669
+682
| +34% | +$96.6K | 0.11% | 111 |
|
|
2021
Q4 | $351K | Buy |
1,987
+541
| +37% | +$95.6K | 0.11% | 115 |
|
|
2021
Q3 | $209K | Buy |
1,446
+288
| +25% | +$41.6K | 0.07% | 133 |
|
|
2021
Q2 | $174K | Buy |
1,158
+217
| +23% | +$32.6K | 0.06% | 137 |
|
|
2021
Q1 | $133K | Sell |
941
-14
| -1% | -$1.98K | 0.05% | 140 |
|
|
2020
Q4 | $133K | Buy |
955
+70
| +8% | +$9.75K | 0.05% | 126 |
|
|
2020
Q3 | $130K | Buy |
885
+51
| +6% | +$7.49K | 0.06% | 119 |
|
|
2020
Q2 | $119K | Buy |
834
+47
| +6% | +$6.71K | 0.05% | 139 |
|
|
2020
Q1 | $109K | Buy |
787
+186
| +31% | +$25.8K | 0.06% | 130 |
|
|
2019
Q4 | $72K | Buy |
601
+192
| +47% | +$23K | 0.03% | 156 |
|
|
2019
Q3 | $53K | Hold |
409
| – | – | 0.02% | 160 |
|
|
2019
Q2 | $48K | Hold |
409
| – | – | 0.02% | 173 |
|
|
2019
Q1 | $49K | Hold |
409
| – | – | 0.03% | 207 |
|
|
2018
Q4 | $44K | Buy |
+409
| New | +$44K | 0.03% | 224 |
|