Private 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 | $13.8K | Buy |
79
+21
| +36% | +$3.66K | ﹤0.01% | 399 |
|
|
2025
Q1 | $8.31K | Buy |
58
+24
| +71% | +$3.44K | ﹤0.01% | 535 |
|
|
2024
Q4 | $6.03K | Hold |
34
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $5.5K | Buy |
34
+1
| +3% | +$162 | ﹤0.01% | 687 |
|
|
2024
Q2 | $5.02K | Hold |
33
| – | – | ﹤0.01% | 699 |
|
|
2024
Q1 | $4.75K | Sell |
33
-50
| -60% | -$7.2K | ﹤0.01% | 638 |
|
|
2023
Q4 | $11.2K | Buy |
+83
| New | +$11.2K | 0.01% | 386 |
|