Wealthspire Advisors (New York)’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 | $1.08M | Buy |
6,196
+821
| +15% | +$143K | 0.01% | 374 |
|
|
2025
Q1 | $770K | Buy |
5,375
+393
| +8% | +$56.3K | ﹤0.01% | 438 |
|
|
2024
Q4 | $883K | Buy |
4,982
+236
| +5% | +$41.8K | 0.01% | 396 |
|
|
2024
Q3 | $768K | Buy |
4,746
+62
| +1% | +$10K | 0.01% | 417 |
|
|
2024
Q2 | $712K | Sell |
4,684
-74
| -2% | -$11.3K | 0.01% | 367 |
|
|
2024
Q1 | $685K | Sell |
4,758
-99
| -2% | -$14.3K | 0.01% | 369 |
|
|
2023
Q4 | $654K | Buy |
4,857
+275
| +6% | +$37K | 0.01% | 378 |
|
|
2023
Q3 | $555K | Sell |
4,582
-1,082
| -19% | -$131K | 0.01% | 373 |
|
|
2023
Q2 | $645K | Sell |
5,664
-35
| -0.6% | -$3.99K | 0.01% | 320 |
|
|
2023
Q1 | $560K | Sell |
5,699
-861
| -13% | -$84.6K | 0.01% | 336 |
|
|
2022
Q4 | $658K | Buy |
6,560
+737
| +13% | +$73.9K | 0.01% | 337 |
|
|
2022
Q3 | $578K | Sell |
5,823
-493
| -8% | -$48.9K | 0.01% | 309 |
|
|
2022
Q2 | $820K | Buy |
6,316
+666
| +12% | +$86.5K | 0.02% | 236 |
|
|
2022
Q1 | $801K | Sell |
5,650
-765
| -12% | -$108K | 0.02% | 213 |
|
|
2021
Q4 | $1.14M | Buy |
6,415
+95
| +2% | +$16.8K | 0.03% | 214 |
|
|
2021
Q3 | $913K | Buy |
6,320
+705
| +13% | +$102K | 0.02% | 263 |
|
|
2021
Q2 | $845K | Sell |
5,615
-4,678
| -45% | -$704K | 0.02% | 178 |
|
|
2021
Q1 | $1.45M | Buy |
10,293
+676
| +7% | +$95.2K | 0.03% | 213 |
|
|
2020
Q4 | $1.34M | Buy |
9,617
+7,396
| +333% | +$1.03M | 0.04% | 173 |
|
|
2020
Q3 | $326K | Buy |
2,221
+684
| +45% | +$100K | 0.02% | 227 |
|
|
2020
Q2 | $218K | Sell |
1,537
-7,250
| -83% | -$1.03M | 0.02% | 249 |
|
|
2020
Q1 | $1.22M | Buy |
+8,787
| New | +$1.22M | 0.05% | 170 |
|
|
2019
Q1 | – | Sell |
-167
| Closed | -$18K | – | 240 |
|
|
2018
Q4 | $18K | Buy |
+167
| New | +$18K | ﹤0.01% | 361 |
|