IWA
IBEX Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
41,328
+2,709
| +7% | +$472K | 0.77% | 43 |
|
|
2025
Q1 | $5.53M | Buy |
38,619
+671
| +2% | +$96.1K | 0.73% | 49 |
|
|
2024
Q4 | $6.73M | Buy |
+37,948
| New | +$6.73M | 0.79% | 40 |
|
|
2024
Q3 | – | Sell |
-31,669
| Closed | -$4.82M | – | 126 |
|
|
2024
Q2 | $4.82M | Buy |
31,669
+5,135
| +19% | +$781K | 0.75% | 40 |
|
|
2024
Q1 | $2.66M | Buy |
26,534
+26,508
| +101,954% | +$2.66M | 0.72% | 48 |
|
|
2023
Q4 | $3.49K | Sell |
26
-25,209
| -100% | -$3.38M | 0.76% | 48 |
|
|
2023
Q3 | $3.05M | Buy |
+25,235
| New | +$3.05M | 0.78% | 45 |
|
|
2023
Q1 | $2.82M | Buy |
28,693
+2,159
| +8% | +$212K | 0.73% | 52 |
|
|
2022
Q4 | $2.66M | Sell |
26,534
-1,390
| -5% | -$139K | 0.6% | 54 |
|
|
2022
Q3 | $2.77M | Sell |
27,924
-260
| -0.9% | -$25.8K | 0.72% | 50 |
|
|
2022
Q2 | $3.66M | Buy |
28,184
+189
| +0.7% | +$24.5K | 0.84% | 42 |
|
|
2022
Q1 | $3.97M | Buy |
27,995
+1,002
| +4% | +$142K | 0.76% | 46 |
|
|
2021
Q4 | $4.77M | Sell |
26,993
-170
| -0.6% | -$30.1K | 0.85% | 36 |
|
|
2021
Q3 | $3.92M | Buy |
27,163
+731
| +3% | +$106K | 0.76% | 53 |
|
|
2021
Q2 | $3.98M | Buy |
26,432
+1,110
| +4% | +$167K | 0.8% | 51 |
|
|
2021
Q1 | $3.57M | Buy |
25,322
+1,685
| +7% | +$237K | 0.88% | 51 |
|
|
2020
Q4 | $3.3M | Buy |
23,637
+131
| +0.6% | +$18.3K | 0.86% | 52 |
|
|
2020
Q3 | $3.45M | Sell |
23,506
-390
| -2% | -$57.2K | 1% | 42 |
|
|
2020
Q2 | $3.4M | Sell |
23,896
-1,596
| -6% | -$227K | 1.09% | 40 |
|
|
2020
Q1 | $3.54M | Buy |
25,492
+2,972
| +13% | +$413K | 1.38% | 30 |
|
|
2019
Q4 | $2.7M | Buy |
22,520
+34
| +0.2% | +$4.07K | 0.83% | 49 |
|
|
2019
Q3 | $2.92M | Buy |
22,486
+305
| +1% | +$39.6K | 0.97% | 41 |
|
|
2019
Q2 | $2.61M | Buy |
22,181
+1,408
| +7% | +$166K | 0.75% | 49 |
|
|
2019
Q1 | $2.47M | Buy |
20,773
+9,334
| +82% | +$1.11M | 0.87% | 49 |
|
|
2018
Q4 | $1.22M | Buy |
+11,439
| New | +$1.22M | 0.56% | 52 |
|