River 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
Q2 | $2.29M | Buy |
13,148
+5,002
| +61% | +$872K | 0.28% | 74 |
|
|
2025
Q1 | $1.17M | Buy |
8,146
+6,591
| +424% | +$944K | 0.16% | 96 |
|
|
2024
Q4 | $276K | Sell |
1,555
-574
| -27% | -$102K | 0.04% | 186 |
|
|
2024
Q3 | $345K | Sell |
2,129
-643
| -23% | -$104K | 0.05% | 168 |
|
|
2024
Q2 | $421K | Sell |
2,772
-1,507
| -35% | -$229K | 0.06% | 147 |
|
|
2024
Q1 | $616K | Sell |
4,279
-1,350
| -24% | -$194K | 0.09% | 129 |
|
|
2023
Q4 | $758K | Sell |
5,629
-1,733
| -24% | -$233K | 0.12% | 122 |
|
|
2023
Q3 | $891K | Sell |
7,362
-1,287
| -15% | -$156K | 0.16% | 113 |
|
|
2023
Q2 | $985K | Sell |
8,649
-435
| -5% | -$49.5K | 0.17% | 118 |
|
|
2023
Q1 | $893K | Buy |
9,084
+642
| +8% | +$63.1K | 0.16% | 117 |
|
|
2022
Q4 | $846K | Sell |
8,442
-135
| -2% | -$13.5K | 0.16% | 117 |
|
|
2022
Q3 | $851K | Sell |
8,577
-391
| -4% | -$38.8K | 0.18% | 113 |
|
|
2022
Q2 | $1.16M | Buy |
8,968
+56
| +0.6% | +$7.27K | 0.21% | 104 |
|
|
2022
Q1 | $1.26M | Buy |
8,912
+370
| +4% | +$52.4K | 0.2% | 103 |
|
|
2021
Q4 | $1.51M | Buy |
8,542
+265
| +3% | +$46.9K | 0.23% | 96 |
|
|
2021
Q3 | $1.2M | Buy |
8,277
+606
| +8% | +$87.6K | 0.2% | 100 |
|
|
2021
Q2 | $1.15M | Buy |
7,671
+797
| +12% | +$120K | 0.2% | 100 |
|
|
2021
Q1 | $968K | Buy |
6,874
+1,130
| +20% | +$159K | 0.18% | 109 |
|
|
2020
Q4 | $801K | Buy |
5,744
+1,313
| +30% | +$183K | 0.17% | 113 |
|
|
2020
Q3 | $650K | Buy |
+4,431
| New | +$650K | 0.17% | 120 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$34K | – | 227 |
|
|
2018
Q4 | $34K | Hold |
300
| – | – | 0.02% | 279 |
|
|
2018
Q3 | $34K | Hold |
300
| – | – | 0.01% | 325 |
|
|
2018
Q2 | $33K | Buy |
+300
| New | +$33K | 0.01% | 307 |
|