NewEdge 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 | $3.55M | Sell |
20,757
-419
| -2% | -$71.7K | 0.06% | 265 |
|
|
2025
Q1 | $3.03M | Sell |
21,176
-617
| -3% | -$88.4K | 0.06% | 266 |
|
|
2024
Q4 | $3.86M | Buy |
21,793
+1,393
| +7% | +$247K | 0.07% | 232 |
|
|
2024
Q3 | $3.3M | Buy |
20,400
+17,093
| +517% | +$2.77M | 0.06% | 274 |
|
|
2024
Q2 | $503K | Sell |
3,307
-1,359
| -29% | -$207K | 0.01% | 552 |
|
|
2024
Q1 | $654K | Buy |
4,666
+3,002
| +180% | +$421K | 0.01% | 499 |
|
|
2023
Q4 | $224K | Sell |
1,664
-510
| -23% | -$68.6K | 0.01% | 685 |
|
|
2023
Q3 | $263K | Buy |
+2,174
| New | +$263K | 0.01% | 569 |
|
|
2023
Q1 | – | Sell |
-2,250
| Closed | -$226K | – | 617 |
|
|
2022
Q4 | $226K | Sell |
2,250
-981
| -30% | -$98.4K | 0.01% | 498 |
|
|
2022
Q3 | $320K | Sell |
3,231
-7,989
| -71% | -$791K | 0.02% | 416 |
|
|
2022
Q2 | $1.46M | Buy |
+11,220
| New | +$1.46M | 0.07% | 235 |
|
|
2021
Q2 | – | Sell |
-6,391
| Closed | -$900K | – | 286 |
|
|
2021
Q1 | $900K | Buy |
+6,391
| New | +$900K | 0.09% | 170 |
|