HHM Wealth Advisors’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 | $73.2K | Sell |
420
-9
| -2% | -$1.57K | 0.01% | 318 |
|
|
2025
Q1 | $61.5K | Hold |
429
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $76.1K | Buy |
429
+344
| +405% | +$61K | 0.01% | 298 |
|
|
2024
Q3 | $13.8K | Hold |
85
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $12.9K | Sell |
85
-168
| -66% | -$25.5K | ﹤0.01% | 518 |
|
|
2024
Q1 | $36.4K | Hold |
253
| – | – | 0.01% | 338 |
|
|
2023
Q4 | $34K | Sell |
253
-135
| -35% | -$18.2K | 0.01% | 340 |
|
|
2023
Q3 | $47K | Hold |
388
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $44.2K | Sell |
388
-58
| -13% | -$6.61K | 0.01% | 301 |
|
|
2023
Q1 | $43.8K | Hold |
446
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $44.7K | Buy |
446
+10
| +2% | +$1K | 0.01% | 259 |
|
|
2022
Q3 | $43K | Buy |
436
+165
| +61% | +$16.3K | 0.01% | 253 |
|
|
2022
Q2 | $35K | Hold |
271
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $38K | Sell |
271
-36
| -12% | -$5.05K | 0.01% | 347 |
|
|
2021
Q4 | $54K | Hold |
307
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $44K | Sell |
307
-10
| -3% | -$1.43K | 0.01% | 311 |
|
|
2021
Q2 | $48K | Hold |
317
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $45K | Hold |
317
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $44K | Hold |
317
| – | – | 0.02% | 273 |
|
|
2020
Q3 | $47K | Buy |
317
+195
| +160% | +$28.9K | 0.02% | 230 |
|
|
2020
Q2 | $17K | Hold |
122
| – | – | 0.01% | 320 |
|
|
2020
Q1 | $17K | Buy |
+122
| New | +$17K | 0.01% | 311 |
|