IHT 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 | $2.18M | Sell |
12,509
-92
| -0.7% | -$16K | 0.06% | 301 |
|
|
2025
Q1 | $1.81M | Buy |
12,601
+7,327
| +139% | +$1.05M | 0.06% | 310 |
|
|
2024
Q4 | $935K | Sell |
5,274
-800
| -13% | -$142K | 0.03% | 475 |
|
|
2024
Q3 | $981K | Buy |
6,074
+1,222
| +25% | +$197K | 0.03% | 506 |
|
|
2024
Q2 | $738K | Buy |
4,852
+320
| +7% | +$48.7K | 0.03% | 513 |
|
|
2024
Q1 | $653K | Buy |
4,532
+514
| +13% | +$74K | 0.03% | 551 |
|
|
2023
Q4 | $541K | Buy |
4,018
+197
| +5% | +$26.5K | 0.02% | 572 |
|
|
2023
Q3 | $462K | Sell |
3,821
-225
| -6% | -$27.2K | 0.02% | 580 |
|
|
2023
Q2 | $461K | Buy |
4,046
+963
| +31% | +$110K | 0.02% | 572 |
|
|
2023
Q1 | $303K | Buy |
3,083
+237
| +8% | +$23.3K | 0.02% | 703 |
|
|
2022
Q4 | $285K | Buy |
2,846
+493
| +21% | +$49.4K | 0.02% | 676 |
|
|
2022
Q3 | $233K | Buy |
2,353
+613
| +35% | +$60.7K | 0.02% | 717 |
|
|
2022
Q2 | $226K | Buy |
1,740
+50
| +3% | +$6.49K | 0.02% | 626 |
|
|
2022
Q1 | $240K | Sell |
1,690
-25
| -1% | -$3.55K | 0.02% | 648 |
|
|
2021
Q4 | $303K | Sell |
1,715
-40
| -2% | -$7.07K | 0.02% | 606 |
|
|
2021
Q3 | $253K | Sell |
1,755
-252
| -13% | -$36.3K | 0.02% | 652 |
|
|
2021
Q2 | $302K | Sell |
2,007
-153
| -7% | -$23K | 0.02% | 712 |
|
|
2021
Q1 | $304K | Buy |
2,160
+125
| +6% | +$17.6K | 0.02% | 629 |
|
|
2020
Q4 | $284K | Sell |
2,035
-531
| -21% | -$74.1K | 0.02% | 580 |
|
|
2020
Q3 | $377K | Sell |
2,566
-508
| -17% | -$74.6K | 0.04% | 416 |
|
|
2020
Q2 | $437K | Sell |
3,074
-1,267
| -29% | -$180K | 0.06% | 315 |
|
|
2020
Q1 | $603K | Sell |
4,341
-470
| -10% | -$65.3K | 0.09% | 245 |
|
|
2019
Q4 | $576K | Sell |
4,811
-308
| -6% | -$36.9K | 0.07% | 300 |
|
|
2019
Q3 | $664K | Buy |
5,119
+699
| +16% | +$90.7K | 0.09% | 264 |
|
|
2019
Q2 | $521K | Sell |
4,420
-136
| -3% | -$16K | 0.08% | 275 |
|
|
2019
Q1 | $542K | Sell |
4,556
-357
| -7% | -$42.5K | 0.09% | 253 |
|
|
2018
Q4 | $523K | Sell |
4,913
-156
| -3% | -$16.6K | 0.1% | 235 |
|
|
2018
Q3 | $570K | Sell |
5,069
-156
| -3% | -$17.5K | 0.12% | 207 |
|
|
2018
Q2 | $583K | Sell |
5,225
-27
| -0.5% | -$3.01K | 0.15% | 181 |
|
|
2018
Q1 | $541K | Sell |
5,252
-94
| -2% | -$9.68K | 0.15% | 175 |
|
|
2017
Q4 | $610K | Buy |
5,346
+1,799
| +51% | +$205K | 0.16% | 155 |
|
|
2017
Q3 | $422K | Buy |
3,547
+660
| +23% | +$78.5K | 0.18% | 136 |
|
|
2017
Q2 | $113 | Sell |
2,887
-27
| -0.9% | -$1 | 0.05% | 316 |
|
|
2017
Q1 | $311K | Buy |
2,914
+157
| +6% | +$16.8K | 0.21% | 118 |
|
|
2016
Q4 | $274K | Buy |
+2,757
| New | +$274K | 0.21% | 118 |
|