Premier Path Wealth Partners’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 | $539K | Sell |
3,094
-72
| -2% | -$12.6K | 0.08% | 238 |
|
|
2025
Q1 | $454K | Sell |
3,166
-44
| -1% | -$6.31K | 0.07% | 244 |
|
|
2024
Q4 | $569K | Sell |
3,210
-1
| -0% | -$177 | 0.09% | 216 |
|
|
2024
Q3 | $520K | Sell |
3,211
-125
| -4% | -$20.2K | 0.08% | 230 |
|
|
2024
Q2 | $507K | Sell |
3,336
-22
| -0.7% | -$3.35K | 0.09% | 221 |
|
|
2024
Q1 | $484K | Sell |
3,358
-59
| -2% | -$8.5K | 0.09% | 214 |
|
|
2023
Q4 | $460K | Buy |
+3,417
| New | +$460K | 0.1% | 201 |
|