Prestige Wealth Management Group’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 | $781K | Sell |
4,480
-16
| -0.4% | -$2.79K | 0.16% | 74 |
|
|
2025
Q1 | $644K | Buy |
4,496
+136
| +3% | +$19.5K | 0.14% | 81 |
|
|
2024
Q4 | $778K | Buy |
4,360
+131
| +3% | +$23.4K | 0.16% | 70 |
|
|
2024
Q3 | $684K | Buy |
4,229
+4,095
| +3,056% | +$663K | 0.14% | 80 |
|
|
2024
Q2 | $20.4K | Sell |
134
-3,645
| -96% | -$554K | ﹤0.01% | 313 |
|
|
2024
Q1 | $544K | Buy |
3,779
+3,658
| +3,023% | +$527K | 0.12% | 84 |
|
|
2023
Q4 | $16.4K | Sell |
121
-20
| -14% | -$2.72K | ﹤0.01% | 358 |
|
|
2023
Q3 | $17.1K | Buy |
141
+37
| +36% | +$4.48K | ﹤0.01% | 352 |
|
|
2023
Q2 | $11.8K | Sell |
104
-17
| -14% | -$1.94K | ﹤0.01% | 436 |
|
|
2023
Q1 | $11.9K | Hold |
121
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $12.3K | Sell |
121
-5
| -4% | -$507 | ﹤0.01% | 419 |
|
|
2022
Q3 | $12K | Sell |
126
-24
| -16% | -$2.29K | ﹤0.01% | 388 |
|
|
2022
Q2 | $20K | Sell |
150
-5
| -3% | -$667 | 0.01% | 329 |
|
|
2022
Q1 | $22K | Hold |
155
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $27K | Hold |
155
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $22K | Buy |
155
+104
| +204% | +$14.8K | 0.01% | 357 |
|
|
2021
Q2 | $8K | Sell |
51
-104
| -67% | -$16.3K | ﹤0.01% | 517 |
|
|
2021
Q1 | $22K | Buy |
155
+27
| +21% | +$3.83K | 0.01% | 344 |
|
|
2020
Q4 | $18K | Buy |
128
+3
| +2% | +$422 | ﹤0.01% | 367 |
|
|
2020
Q3 | $18K | Buy |
125
+104
| +495% | +$15K | 0.01% | 367 |
|
|
2020
Q2 | $3K | Sell |
21
-790
| -97% | -$113K | ﹤0.01% | 595 |
|
|
2020
Q1 | $113K | Buy |
+811
| New | +$113K | 0.05% | 113 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$3K | – | 662 |
|
|
2018
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 714 |
|