Iams 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
Sell
-2,200
Closed -$315K 171
2025
Q1
$315K Hold
2,200
0.14% 136
2024
Q4
$390K Sell
2,200
-12
-0.5% -$2.13K 0.18% 121
2024
Q3
$358K Hold
2,212
0.18% 116
2024
Q2
$336K Buy
+2,212
New +$336K 0.18% 110