SVWAG
Sound View Wealth Advisors Group’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
16,811
+320
| +2% | +$55.8K | 0.22% | 104 |
|
|
2025
Q1 | $2.36M | Buy |
16,491
+149
| +0.9% | +$21.4K | 0.19% | 109 |
|
|
2024
Q4 | $2.9M | Sell |
16,342
-286
| -2% | -$50.7K | 0.23% | 92 |
|
|
2024
Q3 | $2.69M | Buy |
16,628
+1,089
| +7% | +$176K | 0.22% | 109 |
|
|
2024
Q2 | $2.36M | Sell |
15,539
-543
| -3% | -$82.6K | 0.24% | 95 |
|
|
2024
Q1 | $2.32M | Sell |
16,082
-1,234
| -7% | -$178K | 0.25% | 98 |
|
|
2023
Q4 | $2.33M | Buy |
17,316
+310
| +2% | +$41.7K | 0.26% | 97 |
|
|
2023
Q3 | $2.06M | Buy |
17,006
+575
| +3% | +$69.6K | 0.26% | 91 |
|
|
2023
Q2 | $1.87M | Buy |
16,431
+2,321
| +16% | +$264K | 0.25% | 92 |
|
|
2023
Q1 | $1.39M | Sell |
14,110
-3,206
| -19% | -$315K | 0.19% | 115 |
|
|
2022
Q4 | $2.33M | Buy |
17,316
+7,891
| +84% | +$1.06M | 0.26% | 97 |
|
|
2022
Q3 | $935K | Buy |
9,425
+13
| +0.1% | +$1.29K | 0.21% | 110 |
|
|
2022
Q2 | $1.22M | Sell |
9,412
-197
| -2% | -$25.6K | 0.26% | 98 |
|
|
2022
Q1 | $1.36M | Buy |
9,609
+321
| +3% | +$45.5K | 0.26% | 96 |
|
|
2021
Q4 | $1.64M | Sell |
9,288
-49
| -0.5% | -$8.67K | 0.31% | 84 |
|
|
2021
Q3 | $1.35M | Sell |
9,337
-1,343
| -13% | -$194K | 0.28% | 90 |
|
|
2021
Q2 | $1.61M | Buy |
10,680
+417
| +4% | +$62.7K | 0.34% | 80 |
|
|
2021
Q1 | $1.45M | Sell |
10,263
-93
| -0.9% | -$13.1K | 0.34% | 85 |
|
|
2020
Q4 | $1.45M | Sell |
10,356
-34
| -0.3% | -$4.74K | 0.35% | 81 |
|
|
2020
Q3 | $1.53M | Sell |
10,390
-200
| -2% | -$29.4K | 0.4% | 69 |
|
|
2020
Q2 | $1.51M | Sell |
10,590
-1,166
| -10% | -$166K | 0.42% | 65 |
|
|
2020
Q1 | $1.63M | Sell |
11,756
-254
| -2% | -$35.3K | 0.56% | 56 |
|
|
2019
Q4 | $1.44M | Buy |
12,010
+1,914
| +19% | +$229K | 0.41% | 75 |
|
|
2019
Q3 | $1.31M | Sell |
10,096
-31
| -0.3% | -$4.03K | 0.39% | 78 |
|
|
2019
Q2 | $1.19M | Buy |
+10,127
| New | +$1.19M | 0.35% | 80 |
|