LongView 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 | $764K | Buy |
4,384
+348
| +9% | +$60.7K | 0.23% | 87 |
|
2025
Q1 | $578K | Sell |
4,036
-46
| -1% | -$6.59K | 0.17% | 106 |
|
2024
Q4 | $724K | Sell |
4,082
-37
| -0.9% | -$6.56K | 0.22% | 88 |
|
2024
Q3 | $667K | Buy |
4,119
+506
| +14% | +$81.9K | 0.21% | 92 |
|
2024
Q2 | $549K | Buy |
3,613
+201
| +6% | +$30.6K | 0.2% | 91 |
|
2024
Q1 | $492K | Buy |
3,412
+16
| +0.5% | +$2.31K | 0.19% | 101 |
|
2023
Q4 | $454K | Buy |
+3,396
| New | +$454K | 0.2% | 99 |
|