NWM
Nicola Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
17,732
+7,280
| +70% | +$1.27M | 0.29% | 60 |
|
|
2025
Q1 | $1.5M | Sell |
10,452
-7,900
| -43% | -$1.13M | 0.15% | 88 |
|
|
2024
Q4 | $4.68M | Sell |
18,352
-2,400
| -12% | -$612K | 0.44% | 59 |
|
|
2024
Q3 | $4.54M | Buy |
20,752
+2,550
| +14% | +$558K | 0.36% | 63 |
|
|
2024
Q2 | $3.79M | Buy |
18,202
+850
| +5% | +$177K | 0.34% | 62 |
|
|
2024
Q1 | $3.38M | Buy |
17,352
+1,468
| +9% | +$286K | 0.33% | 71 |
|
|
2023
Q4 | $2.83M | Sell |
15,884
-3,900
| -20% | -$694K | 0.3% | 79 |
|
|
2023
Q3 | $3.24M | Sell |
19,784
-400
| -2% | -$65.4K | 0.35% | 67 |
|
|
2023
Q2 | $2.3M | Buy |
20,184
+1,184
| +6% | +$135K | 0.23% | 83 |
|
|
2023
Q1 | $1.87M | Buy |
+19,000
| New | +$1.87M | 0.18% | 92 |
|