Integrated Wealth Concepts’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 | $964K | Sell |
5,529
-680
| -11% | -$119K | 0.01% | 939 |
|
|
2025
Q1 | $890K | Sell |
6,209
-151
| -2% | -$21.6K | 0.01% | 879 |
|
|
2024
Q4 | $1.13M | Buy |
6,360
+180
| +3% | +$31.9K | 0.01% | 762 |
|
|
2024
Q3 | $1M | Sell |
6,180
-30
| -0.5% | -$4.86K | 0.01% | 802 |
|
|
2024
Q2 | $944K | Sell |
6,210
-110
| -2% | -$16.7K | 0.01% | 785 |
|
|
2024
Q1 | $910K | Sell |
6,320
-80
| -1% | -$11.5K | 0.01% | 791 |
|
|
2023
Q4 | $861K | Sell |
6,400
-1,980
| -24% | -$266K | 0.01% | 789 |
|
|
2023
Q3 | $1.01M | Sell |
8,380
-508
| -6% | -$61.5K | 0.02% | 687 |
|
|
2023
Q2 | $1.01M | Sell |
8,888
-596
| -6% | -$67.9K | 0.02% | 679 |
|
|
2023
Q1 | $932K | Buy |
9,484
+847
| +10% | +$83.2K | 0.02% | 644 |
|
|
2022
Q4 | $866K | Sell |
8,637
-489
| -5% | -$49K | 0.02% | 504 |
|
|
2022
Q3 | $905K | Sell |
9,126
-685
| -7% | -$67.9K | 0.03% | 447 |
|
|
2022
Q2 | $1.27M | Buy |
9,811
+3,169
| +48% | +$412K | 0.04% | 384 |
|
|
2022
Q1 | $942K | Sell |
6,642
-44
| -0.7% | -$6.24K | 0.03% | 409 |
|
|
2021
Q4 | $1.18M | Sell |
6,686
-52
| -0.8% | -$9.19K | 0.04% | 368 |
|
|
2021
Q3 | $973K | Buy |
6,738
+1,442
| +27% | +$208K | 0.03% | 389 |
|
|
2021
Q2 | $797K | Buy |
5,296
+415
| +9% | +$62.5K | 0.03% | 414 |
|
|
2021
Q1 | $687K | Buy |
4,881
+2,871
| +143% | +$404K | 0.03% | 391 |
|
|
2020
Q4 | $280K | Sell |
2,010
-120
| -6% | -$16.7K | 0.01% | 527 |
|
|
2020
Q3 | $313K | Buy |
2,130
+20
| +0.9% | +$2.94K | 0.02% | 445 |
|
|
2020
Q2 | $300K | Sell |
2,110
-260
| -11% | -$37K | 0.02% | 401 |
|
|
2020
Q1 | $329K | Buy |
2,370
+449
| +23% | +$62.3K | 0.03% | 290 |
|
|
2019
Q4 | $230K | Buy |
+1,921
| New | +$230K | 0.02% | 430 |
|