Total Wealth Planning & 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
$701K Buy
4,023
+1
+0% +$174 0.57% 51
2025
Q1
$576K Buy
4,022
+2,754
+217% +$395K 0.55% 54
2024
Q4
$225K Buy
+1,268
New +$225K 0.2% 143