U.S. Capital Wealth Advisors’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 | $1.55M | Sell |
8,885
-4,041
| -31% | -$704K | 0.05% | 347 |
|
|
2025
Q1 | $1.85M | Buy |
12,926
+1,188
| +10% | +$170K | 0.06% | 309 |
|
|
2024
Q4 | $2.08M | Buy |
11,738
+346
| +3% | +$61.4K | 0.06% | 296 |
|
|
2024
Q3 | $1.84M | Buy |
11,392
+1,897
| +20% | +$307K | 0.07% | 258 |
|
|
2024
Q2 | $1.44M | Buy |
9,495
+171
| +2% | +$26K | 0.05% | 297 |
|
|
2024
Q1 | $1.34M | Buy |
9,324
+99
| +1% | +$14.3K | 0.05% | 296 |
|
|
2023
Q4 | $1.24M | Sell |
9,225
-102
| -1% | -$13.7K | 0.05% | 302 |
|
|
2023
Q3 | $1.13M | Buy |
9,327
+283
| +3% | +$34.3K | 0.05% | 291 |
|
|
2023
Q2 | $1.03M | Buy |
9,044
+173
| +2% | +$19.7K | 0.05% | 320 |
|
|
2023
Q1 | $872K | Buy |
8,871
+850
| +11% | +$83.6K | 0.04% | 327 |
|
|
2022
Q4 | $804K | Buy |
8,021
+400
| +5% | +$40.1K | 0.04% | 368 |
|
|
2022
Q3 | $756K | Sell |
7,621
-41
| -0.5% | -$4.07K | 0.04% | 380 |
|
|
2022
Q2 | $995K | Sell |
7,662
-1,180
| -13% | -$153K | 0.04% | 354 |
|
|
2022
Q1 | $1.25M | Sell |
8,842
-549
| -6% | -$77.9K | 0.05% | 352 |
|
|
2021
Q4 | $1.66M | Buy |
9,391
+419
| +5% | +$74.1K | 0.07% | 294 |
|
|
2021
Q3 | $1.3M | Buy |
+8,972
| New | +$1.3M | 0.06% | 334 |
|