SWM
Sagace Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
14,247
+108
| +0.8% | +$18.8K | 1.86% | 20 |
|
|
2025
Q1 | $2.03M | Buy |
14,139
+310
| +2% | +$44.4K | 1.53% | 21 |
|
|
2024
Q4 | $2.45M | Sell |
13,829
-11,337
| -45% | -$2.01M | 1.83% | 18 |
|
|
2024
Q3 | $4.08M | Buy |
25,166
+2,968
| +13% | +$481K | 3.15% | 9 |
|
|
2024
Q2 | $3.45M | Buy |
+22,198
| New | +$3.45M | 3.38% | 8 |
|