Moser 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 | $52.3K | Hold |
300
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $43K | Hold |
300
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $53.2K | Hold |
300
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $48.5K | Hold |
300
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $45.6K | Hold |
300
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $43.2K | Hold |
300
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $40.4K | Hold |
300
| – | – | 0.03% | 96 |
|
|
2023
Q3 | $36.3K | Hold |
300
| – | – | 0.03% | 90 |
|
|
2023
Q2 | $34.2K | Buy |
+300
| New | +$34.2K | 0.02% | 91 |
|
|
2022
Q4 | $30.1K | Hold |
300
| – | – | 0.02% | 91 |
|
|
2022
Q3 | $30K | Hold |
300
| – | – | 0.02% | 94 |
|
|
2022
Q2 | $39K | Hold |
300
| – | – | 0.03% | 93 |
|
|
2022
Q1 | $43K | Hold |
300
| – | – | 0.03% | 95 |
|
|
2021
Q4 | $53K | Sell |
300
-266
| -47% | -$47K | 0.03% | 93 |
|
|
2021
Q3 | $82K | Hold |
566
| – | – | 0.05% | 82 |
|
|
2021
Q2 | $85K | Hold |
566
| – | – | 0.05% | 84 |
|
|
2021
Q1 | $80K | Hold |
566
| – | – | 0.06% | 83 |
|
|
2020
Q4 | $79K | Hold |
566
| – | – | 0.06% | 79 |
|
|
2020
Q3 | $83K | Hold |
566
| – | – | 0.07% | 72 |
|
|
2020
Q2 | $80K | Sell |
566
-95
| -14% | -$13.4K | 0.08% | 67 |
|
|
2020
Q1 | $92K | Hold |
661
| – | – | 0.11% | 59 |
|
|
2019
Q4 | $79K | Buy |
+661
| New | +$79K | 0.08% | 74 |
|