McClarren Financial 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
Q1 | – | Sell |
-431
| Closed | -$76K | – | 295 |
|
|
2024
Q4 | $76K | Buy |
+431
| New | +$76K | 0.21% | 62 |
|
|
2024
Q3 | – | Sell |
-152
| Closed | -$23K | – | 260 |
|
|
2024
Q2 | $23K | Buy |
152
+1
| +0.7% | +$151 | 0.02% | 210 |
|
|
2024
Q1 | $22K | Buy |
151
+3
| +2% | +$437 | 0.02% | 211 |
|
|
2023
Q4 | $20K | Buy |
148
+2
| +1% | +$270 | 0.02% | 234 |
|
|
2023
Q3 | $17K | Hold |
146
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $16K | Buy |
+146
| New | +$16K | 0.01% | 233 |
|
|
2023
Q1 | – | Sell |
-141
| Closed | -$14K | – | 360 |
|
|
2022
Q4 | $14K | Hold |
141
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $14K | Buy |
+141
| New | +$14K | 0.01% | 221 |
|
|
2022
Q2 | – | Sell |
-138
| Closed | -$19K | – | 86 |
|
|
2022
Q1 | $19K | Buy |
138
+1
| +0.7% | +$138 | 0.01% | 178 |
|
|
2021
Q4 | $25K | Buy |
137
+1
| +0.7% | +$182 | 0.02% | 181 |
|
|
2021
Q3 | $19K | Buy |
136
+1
| +0.7% | +$140 | 0.01% | 167 |
|
|
2021
Q2 | $20K | Buy |
135
+1
| +0.7% | +$148 | 0.02% | 178 |
|
|
2021
Q1 | $19K | Buy |
134
+3
| +2% | +$425 | 0.02% | 160 |
|
|
2020
Q4 | $18K | Buy |
+131
| New | +$18K | 0.02% | 142 |
|