Kingswood 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 | $828K | Buy |
4,751
+51
| +1% | +$8.89K | 0.07% | 299 |
|
|
2025
Q1 | $673K | Sell |
4,700
-2,230
| -32% | -$320K | 0.06% | 326 |
|
|
2024
Q4 | $1.23M | Sell |
6,930
-1,887
| -21% | -$335K | 0.09% | 229 |
|
|
2024
Q3 | $1.43M | Sell |
8,817
-1,787
| -17% | -$289K | 0.1% | 229 |
|
|
2024
Q2 | $1.61M | Buy |
10,604
+4,031
| +61% | +$613K | 0.15% | 143 |
|
|
2024
Q1 | $947K | Sell |
6,573
-2,887
| -31% | -$416K | 0.11% | 215 |
|
|
2023
Q4 | $1.27M | Buy |
9,460
+2,810
| +42% | +$378K | 0.14% | 164 |
|
|
2023
Q3 | $805K | Buy |
+6,650
| New | +$805K | 0.14% | 174 |
|