Sheets Smith Wealth Management’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 |
-1,135
| Closed | -$201K | – | 364 |
|
|
2024
Q4 | $201K | Buy |
+1,135
| New | +$201K | 0.02% | 368 |
|
|
2024
Q1 | – | Sell |
-17,108
| Closed | -$145K | – | 382 |
|
|
2023
Q4 | $145K | Buy |
+17,108
| New | +$145K | 0.02% | 336 |
|
|
2022
Q2 | – | Sell |
-2,116
| Closed | -$300K | – | 313 |
|
|
2022
Q1 | $300K | Sell |
2,116
-2,950
| -58% | -$418K | 0.04% | 282 |
|
|
2021
Q4 | $896K | Sell |
5,066
-239
| -5% | -$42.3K | 0.11% | 163 |
|
|
2021
Q3 | $766K | Sell |
5,305
-230
| -4% | -$33.2K | 0.1% | 171 |
|
|
2021
Q2 | $833K | Buy |
5,535
+26
| +0.5% | +$3.91K | 0.11% | 160 |
|
|
2021
Q1 | $776K | Buy |
5,509
+103
| +2% | +$14.5K | 0.11% | 157 |
|
|
2020
Q4 | $754K | Sell |
5,406
-6
| -0.1% | -$837 | 0.11% | 159 |
|
|
2020
Q3 | $794K | Buy |
5,412
+134
| +3% | +$19.7K | 0.14% | 139 |
|
|
2020
Q2 | $750K | Sell |
5,278
-208
| -4% | -$29.6K | 0.15% | 125 |
|
|
2020
Q1 | $762K | Buy |
5,486
+147
| +3% | +$20.4K | 0.16% | 128 |
|
|
2019
Q4 | $639K | Buy |
5,339
+41
| +0.8% | +$4.91K | 0.12% | 169 |
|
|
2019
Q3 | $688K | Buy |
5,298
+45
| +0.9% | +$5.84K | 0.14% | 158 |
|
|
2019
Q2 | $619K | Buy |
5,253
+42
| +0.8% | +$4.95K | 0.13% | 171 |
|
|
2019
Q1 | $620K | Buy |
5,211
+227
| +5% | +$27K | 0.13% | 170 |
|
|
2018
Q4 | $531K | Buy |
4,984
+43
| +0.9% | +$4.58K | 0.14% | 153 |
|
|
2018
Q3 | $556K | Buy |
4,941
+44
| +0.9% | +$4.95K | 0.12% | 200 |
|
|
2018
Q2 | $546K | Buy |
4,897
+48
| +1% | +$5.35K | 0.13% | 173 |
|
|
2018
Q1 | $511K | Sell |
4,849
-186
| -4% | -$19.6K | 0.12% | 182 |
|
|
2017
Q4 | $574K | Buy |
5,035
+39
| +0.8% | +$4.45K | 0.14% | 180 |
|
|
2017
Q3 | $591K | Buy |
4,996
+40
| +0.8% | +$4.73K | 0.15% | 170 |
|
|
2017
Q2 | $560K | Buy |
4,956
+44
| +0.9% | +$4.97K | 0.15% | 164 |
|
|
2017
Q1 | $523K | Buy |
4,912
+39
| +0.8% | +$4.15K | 0.14% | 179 |
|
|
2016
Q4 | $479K | Buy |
+4,873
| New | +$479K | 0.13% | 189 |
|