Golden State 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 | $60.7K | Buy |
348
+1
| +0.3% | +$174 | 0.01% | 604 |
|
|
2025
Q1 | $49.8K | Hold |
347
| – | – | 0.01% | 597 |
|
|
2024
Q4 | $61.6K | Buy |
+347
| New | +$61.6K | 0.01% | 542 |
|
|
2020
Q2 | – | Sell |
-1,195
| Closed | -$166K | – | 337 |
|
|
2020
Q1 | $166K | Buy |
+1,195
| New | +$166K | 0.07% | 178 |
|
|
2019
Q4 | – | Sell |
-3,035
| Closed | -$394K | – | 246 |
|
|
2019
Q3 | $394K | Sell |
3,035
-969
| -24% | -$126K | 0.13% | 125 |
|
|
2019
Q2 | $471K | Buy |
4,004
+742
| +23% | +$87.3K | 0.15% | 121 |
|
|
2019
Q1 | $388K | Buy |
+3,262
| New | +$388K | 0.13% | 142 |
|