SPW
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Sonoma Private Wealth’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$584K Sell
31,350
-22,944
-42% -$428K 0.72% 38
2025
Q1
$883K Sell
54,294
-1,253
-2% -$20.4K 1.22% 22
2024
Q4
$919K Sell
55,547
-31,327
-36% -$518K 1.48% 18
2024
Q3
$1.53M Sell
86,874
-58
-0.1% -$1.02K 2.38% 7
2024
Q2
$1.31M Sell
86,932
-352
-0.4% -$5.3K 2.13% 10
2024
Q1
$1.36M Buy
87,284
+16,894
+24% +$263K 2.18% 8
2023
Q4
$1.03M Buy
70,390
+55,693
+379% +$816K 1.71% 12
2023
Q3
$187K Buy
+14,697
New +$187K 0.34% 72