WealthShield 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 | $2.99M | Buy |
17,129
+735
| +4% | +$128K | 0.36% | 77 |
|
|
2025
Q1 | $2.35M | Buy |
16,394
+882
| +6% | +$126K | 0.3% | 96 |
|
|
2024
Q4 | $2.77M | Sell |
15,512
-480
| -3% | -$85.7K | 0.39% | 75 |
|
|
2024
Q3 | $2.59M | Buy |
15,992
+3,971
| +33% | +$643K | 0.35% | 83 |
|
|
2024
Q2 | $1.83M | Buy |
12,021
+971
| +9% | +$148K | 0.28% | 98 |
|
|
2024
Q1 | $1.59M | Buy |
11,050
+3,937
| +55% | +$567K | 0.26% | 113 |
|
|
2023
Q4 | $966K | Buy |
+7,113
| New | +$966K | 0.16% | 145 |
|
|
2021
Q3 | – | Sell |
-79
| Closed | -$12K | – | 346 |
|
|
2021
Q2 | $12K | Buy |
79
+27
| +52% | +$4.1K | ﹤0.01% | 730 |
|
|
2021
Q1 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 881 |
|