Kingsview Wealth Management’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 | $524K | Buy |
3,003
+589
| +24% | +$103K | 0.01% | 752 |
|
|
2025
Q1 | $346K | Sell |
2,414
-1,443
| -37% | -$207K | 0.01% | 841 |
|
|
2024
Q4 | $684K | Buy |
3,857
+1,308
| +51% | +$232K | 0.01% | 653 |
|
|
2024
Q3 | $413K | Buy |
2,549
+272
| +12% | +$44K | 0.01% | 776 |
|
|
2024
Q2 | $346K | Sell |
2,277
-28
| -1% | -$4.26K | 0.01% | 795 |
|
|
2024
Q1 | $332K | Sell |
2,305
-536
| -19% | -$77.2K | 0.01% | 784 |
|
|
2023
Q4 | $382K | Sell |
2,841
-205
| -7% | -$27.6K | 0.01% | 698 |
|
|
2023
Q3 | $369K | Buy |
3,046
+293
| +11% | +$35.5K | 0.01% | 699 |
|
|
2023
Q2 | $313K | Sell |
2,753
-133
| -5% | -$15.1K | 0.01% | 728 |
|
|
2023
Q1 | $284K | Buy |
2,886
+438
| +18% | +$43.1K | 0.01% | 725 |
|
|
2022
Q4 | $245K | Buy |
+2,448
| New | +$245K | 0.01% | 734 |
|
|
2022
Q1 | – | Sell |
-1,383
| Closed | -$245K | – | 876 |
|
|
2021
Q4 | $245K | Sell |
1,383
-17
| -1% | -$3.01K | 0.01% | 792 |
|
|
2021
Q3 | $202K | Sell |
1,400
-440
| -24% | -$63.5K | 0.01% | 800 |
|
|
2021
Q2 | $276K | Buy |
+1,840
| New | +$276K | 0.01% | 718 |
|