Pinnacle Wealth Planning Services’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 | $317K | Buy |
+1,817
| New | +$317K | 0.04% | 283 |
|
|
2024
Q4 | – | Sell |
-1,715
| Closed | -$278K | – | 432 |
|
|
2024
Q3 | $278K | Hold |
1,715
| – | – | 0.04% | 330 |
|
|
2024
Q2 | $261K | Hold |
1,715
| – | – | 0.04% | 329 |
|
|
2024
Q1 | $247K | Sell |
1,715
-64
| -4% | -$9.22K | 0.04% | 361 |
|
|
2023
Q4 | $239K | Sell |
1,779
-5
| -0.3% | -$673 | 0.04% | 333 |
|
|
2023
Q3 | $216K | Sell |
1,784
-5
| -0.3% | -$605 | 0.04% | 342 |
|
|
2023
Q2 | $204K | Sell |
1,789
-4,794
| -73% | -$546K | 0.03% | 383 |
|
|
2023
Q1 | $647K | Buy |
+6,583
| New | +$647K | 0.11% | 135 |
|
|
2021
Q1 | – | Sell |
-913
| Closed | -$127K | – | 774 |
|
|
2020
Q4 | $127K | Buy |
+913
| New | +$127K | 0.03% | 386 |
|