Paragon Private Wealth Management’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 | $1.28M | Sell |
7,318
-1,096
| -13% | -$191K | 0.51% | 53 |
|
|
2025
Q1 | $1.21M | Sell |
8,414
-836
| -9% | -$120K | 0.56% | 56 |
|
|
2024
Q4 | $1.64M | Buy |
9,250
+553
| +6% | +$98.1K | 0.76% | 40 |
|
|
2024
Q3 | $1.41M | Buy |
8,697
+583
| +7% | +$94.3K | 0.7% | 41 |
|
|
2024
Q2 | $1.23M | Sell |
8,114
-52
| -0.6% | -$7.91K | 0.7% | 38 |
|
|
2024
Q1 | $1.18M | Buy |
8,166
+3
| +0% | +$432 | 0.7% | 45 |
|
|
2023
Q4 | $1.1M | Buy |
8,163
+1,002
| +14% | +$135K | 0.77% | 43 |
|
|
2023
Q3 | $867K | Buy |
7,161
+465
| +7% | +$56.3K | 0.72% | 51 |
|
|
2023
Q2 | $762K | Buy |
6,696
+409
| +7% | +$46.6K | 0.61% | 56 |
|
|
2023
Q1 | $618K | Buy |
6,287
+1,807
| +40% | +$178K | 0.52% | 63 |
|
|
2022
Q4 | $449K | Buy |
4,480
+904
| +25% | +$90.6K | 0.41% | 75 |
|
|
2022
Q3 | $363K | Buy |
+3,576
| New | +$363K | 0.35% | 82 |
|