Segment 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 | $340K | Buy |
1,949
+504
| +35% | +$87.9K | 0.02% | 233 |
|
2025
Q1 | $207K | Buy |
1,445
+271
| +23% | +$38.8K | 0.01% | 273 |
|
2024
Q4 | $208K | Buy |
+1,174
| New | +$208K | 0.01% | 259 |
|
2022
Q1 | – | Sell |
-1,284
| Closed | -$227K | – | 254 |
|
2021
Q4 | $227K | Buy |
+1,284
| New | +$227K | 0.02% | 236 |
|