J.W. Cole 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 | $458K | Buy |
2,625
+463
| +21% | +$80.7K | 0.01% | 944 |
|
|
2025
Q1 | $310K | Buy |
+2,162
| New | +$310K | 0.01% | 944 |
|
|
2024
Q2 | – | Sell |
-1,640
| Closed | -$236K | – | 904 |
|
|
2024
Q1 | $236K | Buy |
+1,640
| New | +$236K | 0.01% | 779 |
|
|
2023
Q2 | – | Sell |
-3,799
| Closed | -$373K | – | 774 |
|
|
2023
Q1 | $373K | Buy |
3,799
+1,722
| +83% | +$169K | 0.03% | 529 |
|
|
2022
Q4 | $208K | Buy |
+2,077
| New | +$208K | 0.02% | 679 |
|
|
2022
Q1 | – | Sell |
-1,206
| Closed | -$213K | – | 822 |
|
|
2021
Q4 | $213K | Sell |
1,206
-374
| -24% | -$66.1K | 0.01% | 764 |
|
|
2021
Q3 | $228K | Sell |
1,580
-51
| -3% | -$7.36K | 0.02% | 412 |
|
|
2021
Q2 | $245K | Buy |
+1,631
| New | +$245K | 0.02% | 637 |
|
|
2020
Q4 | – | Sell |
-2,269
| Closed | -$333K | – | 687 |
|
|
2020
Q3 | $333K | Buy |
+2,269
| New | +$333K | 0.03% | 512 |
|