Meadow Creek 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 | $229K | Buy |
+1,316
| New | +$229K | 0.15% | 128 |
|
2025
Q1 | – | Sell |
-1,246
| Closed | -$221K | – | 135 |
|
2024
Q4 | $221K | Buy |
1,246
+10
| +0.8% | +$1.77K | 0.16% | 126 |
|
2024
Q3 | $200K | Buy |
+1,236
| New | +$200K | 0.16% | 133 |
|
2022
Q1 | – | Sell |
-1,162
| Closed | -$206K | – | 109 |
|
2021
Q4 | $206K | Buy |
+1,162
| New | +$206K | 0.19% | 119 |
|
2019
Q4 | $220K | Buy |
+1,834
| New | +$220K | 0.3% | 86 |
|