JWM
JPL 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 | $3.56M | Buy |
20,434
+95
| +0.5% | +$16.6K | 0.96% | 50 |
|
|
2025
Q1 | $2.91M | Buy |
20,339
+852
| +4% | +$122K | 0.83% | 56 |
|
|
2024
Q4 | $3.46M | Buy |
+19,487
| New | +$3.46M | 0.99% | 40 |
|
|
2024
Q2 | $2.25M | Buy |
14,772
+454
| +3% | +$69K | 1.1% | 38 |
|
|
2024
Q1 | $2.06M | Buy |
14,318
+1,874
| +15% | +$270K | 1.14% | 40 |
|
|
2023
Q4 | $1.67M | Buy |
+12,444
| New | +$1.67M | 1.21% | 30 |
|