Smith Salley 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
Q2 | $2.08M | Buy |
11,911
+446
| +4% | +$77.8K | 0.12% | 113 |
|
|
2025
Q1 | $1.64M | Buy |
11,465
+316
| +3% | +$45.3K | 0.11% | 117 |
|
|
2024
Q4 | $1.98M | Buy |
11,149
+495
| +5% | +$87.8K | 0.13% | 106 |
|
|
2024
Q3 | $1.72M | Buy |
10,654
+456
| +4% | +$73.8K | 0.11% | 112 |
|
|
2024
Q2 | $1.55M | Buy |
10,198
+1,433
| +16% | +$218K | 0.11% | 109 |
|
|
2024
Q1 | $1.26M | Buy |
8,765
+443
| +5% | +$63.8K | 0.1% | 112 |
|
|
2023
Q4 | $1.12M | Buy |
8,322
+498
| +6% | +$67K | 0.07% | 130 |
|
|
2023
Q3 | $947K | Buy |
7,824
+656
| +9% | +$79.4K | 0.07% | 133 |
|
|
2023
Q2 | $816K | Buy |
7,168
+76
| +1% | +$8.66K | 0.06% | 138 |
|
|
2023
Q1 | $697K | Sell |
7,092
-22,484
| -76% | -$2.21M | 0.06% | 150 |
|
|
2022
Q4 | $2.97M | Sell |
29,576
-1,262
| -4% | -$127K | 0.25% | 80 |
|
|
2022
Q3 | $3.06M | Buy |
30,838
+436
| +1% | +$43.2K | 0.28% | 75 |
|
|
2022
Q2 | $3.95M | Sell |
30,402
-310
| -1% | -$40.2K | 0.34% | 69 |
|
|
2022
Q1 | $4.35M | Sell |
30,712
-5,357
| -15% | -$759K | 0.33% | 73 |
|
|
2021
Q4 | $6.38M | Buy |
36,069
+721
| +2% | +$128K | 0.45% | 58 |
|
|
2021
Q3 | $5.11M | Buy |
35,348
+1,666
| +5% | +$241K | 0.4% | 62 |
|
|
2021
Q2 | $5.07M | Buy |
33,682
+902
| +3% | +$136K | 0.41% | 60 |
|
|
2021
Q1 | $4.62M | Buy |
32,780
+427
| +1% | +$60.1K | 0.41% | 61 |
|
|
2020
Q4 | $4.51M | Buy |
32,353
+1,707
| +6% | +$238K | 0.46% | 55 |
|
|
2020
Q3 | $4.5M | Buy |
30,646
+225
| +0.7% | +$33K | 0.54% | 53 |
|
|
2020
Q2 | $4.32M | Buy |
30,421
+995
| +3% | +$141K | 0.58% | 51 |
|
|
2020
Q1 | $4.09M | Buy |
29,426
+281
| +1% | +$39K | 0.68% | 46 |
|
|
2019
Q4 | $3.49M | Buy |
29,145
+585
| +2% | +$70.1K | 0.46% | 62 |
|
|
2019
Q3 | $3.71M | Buy |
28,560
+1,770
| +7% | +$230K | 0.53% | 60 |
|
|
2019
Q2 | $3.16M | Sell |
26,790
-958
| -3% | -$113K | 0.48% | 63 |
|
|
2019
Q1 | $3.3M | Buy |
27,748
+733
| +3% | +$87.2K | 0.53% | 61 |
|
|
2018
Q4 | $2.88M | Sell |
27,015
-369
| -1% | -$39.3K | 0.53% | 63 |
|
|
2018
Q3 | $3.08M | Sell |
27,384
-702
| -2% | -$79K | 0.49% | 66 |
|
|
2018
Q2 | $3.13M | Buy |
28,086
+260
| +0.9% | +$29K | 0.54% | 63 |
|
|
2018
Q1 | $2.93M | Buy |
+27,826
| New | +$2.93M | 0.53% | 67 |
|