Spire 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 | $260K | Sell |
1,489
-1,999
| -57% | -$349K | 0.01% | 695 |
|
|
2025
Q1 | $500K | Buy |
3,488
+384
| +12% | +$55K | 0.02% | 559 |
|
|
2024
Q4 | $550K | Buy |
3,104
+217
| +8% | +$38.5K | 0.02% | 526 |
|
|
2024
Q3 | $467K | Buy |
2,887
+3
| +0.1% | +$486 | 0.02% | 534 |
|
|
2024
Q2 | $438K | Sell |
2,884
-71
| -2% | -$10.8K | 0.02% | 514 |
|
|
2024
Q1 | $426K | Sell |
2,955
-65
| -2% | -$9.36K | 0.01% | 561 |
|
|
2023
Q4 | $415K | Buy |
3,020
+344
| +13% | +$47.3K | 0.01% | 560 |
|
|
2023
Q3 | $324K | Sell |
2,676
-1
| -0% | -$121 | 0.01% | 577 |
|
|
2023
Q2 | $305K | Sell |
2,677
-245
| -8% | -$27.9K | 0.01% | 611 |
|
|
2023
Q1 | $287K | Buy |
2,922
+1,636
| +127% | +$161K | 0.01% | 623 |
|
|
2022
Q4 | $129K | Buy |
1,286
+166
| +15% | +$16.7K | 0.01% | 657 |
|
|
2022
Q3 | $111K | Sell |
1,120
-4,208
| -79% | -$417K | 0.01% | 676 |
|
|
2022
Q2 | $692K | Sell |
5,328
-3,394
| -39% | -$441K | 0.03% | 403 |
|
|
2022
Q1 | $1.24M | Buy |
8,722
+123
| +1% | +$17.4K | 0.03% | 349 |
|
|
2021
Q4 | $1.52M | Sell |
8,599
-600
| -7% | -$106K | 0.03% | 357 |
|
|
2021
Q3 | $1.33M | Sell |
9,199
-320
| -3% | -$46.2K | 0.04% | 351 |
|
|
2021
Q2 | $1.43M | Sell |
9,519
-1,523
| -14% | -$229K | 0.04% | 345 |
|
|
2021
Q1 | $1.56M | Buy |
+11,042
| New | +$1.56M | 0.04% | 333 |
|