Wealthcare Advisory 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 | $233K | Buy |
+1,334
| New | +$233K | 0.01% | 884 |
|
|
2025
Q1 | – | Sell |
-1,337
| Closed | -$237K | – | 914 |
|
|
2024
Q4 | $237K | Sell |
1,337
-1,772
| -57% | -$314K | 0.01% | 789 |
|
|
2024
Q3 | $503K | Buy |
+3,109
| New | +$503K | 0.01% | 565 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$70K | – | 862 |
|
|
2021
Q1 | $70K | Buy |
+500
| New | +$70K | 0.01% | 779 |
|
|
2020
Q2 | – | Sell |
-378
| Closed | -$52K | – | 559 |
|
|
2020
Q1 | $52K | Buy |
378
+258
| +215% | +$35.5K | 0.01% | 506 |
|
|
2019
Q4 | $14K | Buy |
120
+12
| +11% | +$1.4K | ﹤0.01% | 854 |
|
|
2019
Q3 | $14K | Buy |
108
+1
| +0.9% | +$130 | ﹤0.01% | 842 |
|
|
2019
Q2 | $13K | Buy |
107
+1
| +0.9% | +$121 | ﹤0.01% | 840 |
|
|
2019
Q1 | $13K | Buy |
106
+1
| +1% | +$123 | ﹤0.01% | 752 |
|
|
2018
Q4 | $11K | Buy |
105
+75
| +250% | +$7.86K | ﹤0.01% | 765 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1056 |
|
|
2018
Q1 | $3K | Sell |
30
-150
| -83% | -$15K | ﹤0.01% | 906 |
|
|
2017
Q4 | $21K | Hold |
180
| – | – | 0.01% | 527 |
|
|
2017
Q3 | $21K | Buy |
+180
| New | +$21K | 0.01% | 421 |
|