Kingswood Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$724K Sell
2025
Q2
$828K Buy
2025
Q1
$673K Sell
2024
Q4
$1.23M Sell
2024
Q3
$1.43M Sell
2024
Q2
$1.61M Buy
2024
Q1
$947K Sell
2023
Q4
$1.27M Buy
2023
Q3
$805K Buy