Private 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
Q1 | – | Sell |
-2,000
| Closed | -$355K | – | 166 |
|
|
2024
Q4 | $355K | Hold |
2,000
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $324K | Hold |
2,000
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $304K | Buy |
+2,000
| New | +$304K | 0.02% | 140 |
|
|
2018
Q1 | – | Sell |
-3,800
| Closed | -$433K | – | 123 |
|
|
2017
Q4 | $433K | Hold |
3,800
| – | – | 0.08% | 96 |
|
|
2017
Q3 | $450K | Buy |
+3,800
| New | +$450K | 0.09% | 94 |
|