Naviter Wealth’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 | $4.13M | Buy |
23,676
+1,566
| +7% | +$273K | 0.51% | 40 |
|
|
2025
Q1 | $3.17M | Buy |
22,110
+596
| +3% | +$85.4K | 0.38% | 69 |
|
|
2024
Q4 | $3.84M | Buy |
21,514
+1,554
| +8% | +$277K | 0.46% | 53 |
|
|
2024
Q3 | $3.23M | Sell |
19,960
-1,086
| -5% | -$176K | 0.45% | 56 |
|
|
2024
Q2 | $3.2M | Buy |
21,046
+1,666
| +9% | +$253K | 0.48% | 50 |
|
|
2024
Q1 | $2.79M | Buy |
19,380
+782
| +4% | +$113K | 0.46% | 58 |
|
|
2023
Q4 | $2.52M | Buy |
18,598
+2,574
| +16% | +$349K | 0.51% | 44 |
|
|
2023
Q3 | $1.94M | Buy |
16,024
+907
| +6% | +$110K | 0.47% | 48 |
|
|
2023
Q2 | $1.72M | Buy |
15,117
+2,292
| +18% | +$261K | 0.44% | 55 |
|
|
2023
Q1 | $1.26M | Buy |
12,825
+1,813
| +16% | +$178K | 0.44% | 57 |
|
|
2022
Q4 | $1.18M | Buy |
11,012
+2,191
| +25% | +$234K | 0.32% | 75 |
|
|
2022
Q3 | $875K | Buy |
8,821
+5,080
| +136% | +$504K | 0.36% | 60 |
|
|
2022
Q2 | $486K | Sell |
3,741
-82
| -2% | -$10.7K | 0.2% | 126 |
|
|
2022
Q1 | $542K | Buy |
3,823
+452
| +13% | +$64.1K | 0.18% | 70 |
|
|
2021
Q4 | $600K | Buy |
+3,371
| New | +$600K | 0.18% | 72 |
|