JPWM
Jamison Private Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
30,766
+514
| +2% | +$89.6K | 0.77% | 44 |
|
|
2025
Q1 | $4.33M | Buy |
30,252
+879
| +3% | +$126K | 0.66% | 45 |
|
|
2024
Q4 | $5.21M | Buy |
29,373
+765
| +3% | +$136K | 0.77% | 43 |
|
|
2024
Q3 | $4.63M | Buy |
28,608
+1,841
| +7% | +$298K | 0.7% | 46 |
|
|
2024
Q2 | $4.07M | Buy |
26,767
+419
| +2% | +$63.7K | 0.68% | 46 |
|
|
2024
Q1 | $3.8M | Buy |
26,348
+702
| +3% | +$101K | 0.64% | 49 |
|
|
2023
Q4 | $3.45M | Sell |
25,646
-299
| -1% | -$40.2K | 0.65% | 48 |
|
|
2023
Q3 | $3.14M | Buy |
+25,945
| New | +$3.14M | 0.65% | 51 |
|