JFS Wealth 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 | $4.01K | Sell |
23
-25
| -52% | -$4.36K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $6.88K | Buy |
48
+9
| +23% | +$1.29K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $6.92K | Buy |
+39
| New | +$6.92K | ﹤0.01% | 986 |
|
|
2024
Q3 | – | Sell |
-7
| Closed | -$1.07K | – | 1979 |
|
|
2024
Q2 | $1.07K | Sell |
7
-2
| -22% | -$304 | ﹤0.01% | 1655 |
|
|
2024
Q1 | $1.3K | Hold |
9
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q4 | $1.21K | Buy |
+9
| New | +$1.21K | ﹤0.01% | 1597 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 1782 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1503 |
|