Strategic Wealth Partners’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 | $11.7M | Buy |
+67,057
| New | +$11.7M | 0.92% | 27 |
|
|
2024
Q4 | $5.68M | Buy |
34,471
+14,304
| +71% | +$2.36M | 0.47% | 73 |
|
|
2024
Q3 | $3.26M | Buy |
20,167
+16,257
| +416% | +$2.63M | 0.31% | 85 |
|
|
2024
Q2 | $594K | Buy |
3,910
+745
| +24% | +$113K | 0.06% | 178 |
|
|
2024
Q1 | $456K | Buy |
+3,165
| New | +$456K | 0.05% | 201 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$2 | – | 219 |
|
|
2019
Q3 | $2 | Buy |
+22
| New | +$2 | ﹤0.01% | 686 |
|