Wealth Enhancement Advisory Services’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
22,176
+2,002
| +10% | +$346K | 0.01% | 1015 |
|
|
2025
Q1 | $2.89M | Sell |
20,174
-2,094
| -9% | -$300K | 0.01% | 1055 |
|
|
2024
Q4 | $3.95M | Sell |
22,268
-81,760
| -79% | -$14.5M | 0.01% | 885 |
|
|
2024
Q3 | $16.8M | Buy |
104,028
+89,052
| +595% | +$14.4M | 0.04% | 384 |
|
|
2024
Q2 | $2.28M | Buy |
14,976
+2,027
| +16% | +$308K | 0.01% | 937 |
|
|
2024
Q1 | $1.87M | Sell |
12,949
-103
| -0.8% | -$14.8K | ﹤0.01% | 972 |
|
|
2023
Q4 | $1.76M | Buy |
13,052
+503
| +4% | +$67.7K | 0.01% | 945 |
|
|
2023
Q3 | $1.52M | Buy |
+12,549
| New | +$1.52M | 0.01% | 953 |
|
|
2023
Q2 | – | Sell |
-42,988
| Closed | -$4.23M | – | 527 |
|
|
2023
Q1 | $4.23M | Buy |
+42,988
| New | +$4.23M | 0.05% | 147 |
|
|
2016
Q3 | – | Sell |
-12,336
| Closed | -$1.35M | – | 147 |
|
|
2016
Q2 | $1.35M | Buy |
+12,336
| New | +$1.35M | 0.24% | 74 |
|