Regent Peak Wealth Advisors’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 |
-1,385
| Closed | -$246K | – | 182 |
|
|
2024
Q4 | $246K | Buy |
1,385
+23
| +2% | +$4.08K | 0.06% | 140 |
|
|
2024
Q3 | $220K | Buy |
1,362
+9
| +0.7% | +$1.46K | 0.05% | 159 |
|
|
2024
Q2 | $206K | Sell |
1,353
-42
| -3% | -$6.39K | 0.05% | 160 |
|
|
2024
Q1 | $201K | Buy |
+1,395
| New | +$201K | 0.05% | 166 |
|
|
2022
Q1 | – | Sell |
-1,385
| Closed | -$245K | – | 164 |
|
|
2021
Q4 | $245K | Buy |
+1,385
| New | +$245K | 0.07% | 148 |
|
|
2021
Q3 | – | Sell |
-1,348
| Closed | -$208K | – | 169 |
|
|
2021
Q2 | $208K | Sell |
1,348
-136
| -9% | -$21K | 0.06% | 163 |
|
|
2021
Q1 | $209K | Sell |
1,484
-48
| -3% | -$6.76K | 0.07% | 149 |
|
|
2020
Q4 | $214K | Buy |
+1,532
| New | +$214K | 0.07% | 136 |
|
|
2020
Q1 | – | Sell |
-2,038
| Closed | -$244K | – | 119 |
|
|
2019
Q4 | $244K | Buy |
+2,038
| New | +$244K | 0.11% | 115 |
|