Oxler Private 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 | $240K | Buy |
+1,379
| New | +$240K | 0.08% | 83 |
|
2025
Q1 | – | Sell |
-1,348
| Closed | -$239K | – | 86 |
|
2024
Q4 | $239K | Hold |
1,348
| – | – | 0.08% | 81 |
|
2024
Q3 | $218K | Buy |
1,348
+10
| +0.7% | +$1.62K | 0.08% | 84 |
|
2024
Q2 | $203K | Buy |
+1,338
| New | +$203K | 0.08% | 82 |
|
2022
Q4 | – | Sell |
-1,245
| Closed | -$124K | – | 142 |
|
2022
Q3 | $124K | Buy |
1,245
+16
| +1% | +$1.59K | 0.07% | 120 |
|
2022
Q2 | $160K | Buy |
+1,229
| New | +$160K | 0.08% | 110 |
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$212K | – | 112 |
|
2021
Q4 | $212K | Buy |
+1,200
| New | +$212K | 0.09% | 118 |
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$167K | – | 144 |
|
2020
Q4 | $167K | Buy |
+1,200
| New | +$167K | 0.09% | 110 |
|