Peterson 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
Q1 | $2.95M | Buy |
20,577
+5,816
| +39% | +$833K | 1.98% | 19 |
|
|
2024
Q4 | $2.62M | Buy |
14,761
+413
| +3% | +$73.2K | 1.56% | 22 |
|
|
2024
Q3 | $2.32M | Sell |
14,348
-120
| -0.8% | -$19.4K | 1.48% | 25 |
|
|
2024
Q2 | $2.2M | Buy |
14,468
+1,170
| +9% | +$178K | 1.36% | 28 |
|
|
2024
Q1 | $1.92M | Buy |
13,298
+2,923
| +28% | +$421K | 1.38% | 30 |
|
|
2023
Q4 | $1.4M | Buy |
10,375
+130
| +1% | +$17.5K | 1.26% | 28 |
|
|
2023
Q3 | $1.24M | Buy |
10,245
+8,144
| +388% | +$986K | 1.02% | 25 |
|
|
2023
Q2 | $239K | Buy |
+2,101
| New | +$239K | 0.19% | 64 |
|
|
2020
Q4 | – | Sell |
-1,774
| Closed | -$260K | – | 43 |
|
|
2020
Q3 | $260K | Sell |
1,774
-936
| -35% | -$137K | 0.23% | 42 |
|
|
2020
Q2 | $385K | Buy |
+2,710
| New | +$385K | 0.38% | 39 |
|