Western Wealth Management’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 | $750K | Sell |
4,301
-479
| -10% | -$83.5K | 0.04% | 326 |
|
|
2025
Q1 | $685K | Buy |
4,780
+1,029
| +27% | +$147K | 0.05% | 317 |
|
|
2024
Q4 | $665K | Buy |
3,751
+165
| +5% | +$29.3K | 0.04% | 309 |
|
|
2024
Q3 | $580K | Buy |
3,586
+114
| +3% | +$18.4K | 0.03% | 424 |
|
|
2024
Q2 | $528K | Sell |
3,472
-105
| -3% | -$16K | 0.04% | 352 |
|
|
2024
Q1 | $515K | Buy |
3,577
+134
| +4% | +$19.3K | 0.04% | 359 |
|
|
2023
Q4 | $463K | Buy |
3,443
+53
| +2% | +$7.13K | 0.03% | 437 |
|
|
2023
Q3 | $410K | Buy |
+3,390
| New | +$410K | 0.03% | 433 |
|
|
2023
Q2 | – | Sell |
-6,355
| Closed | -$625K | – | 651 |
|
|
2023
Q1 | $625K | Buy |
6,355
+1,993
| +46% | +$196K | 0.06% | 319 |
|
|
2022
Q4 | $437K | Sell |
4,362
-3,841
| -47% | -$385K | 0.04% | 366 |
|
|
2022
Q3 | $819K | Buy |
8,203
+1,550
| +23% | +$155K | 0.05% | 356 |
|
|
2022
Q2 | $853K | Buy |
6,653
+898
| +16% | +$115K | 0.05% | 340 |
|
|
2022
Q1 | $816K | Buy |
5,755
+3,982
| +225% | +$565K | 0.04% | 387 |
|
|
2021
Q4 | $314K | Buy |
+1,773
| New | +$314K | 0.03% | 454 |
|
|
2021
Q2 | $283K | Buy |
+1,887
| New | +$283K | 0.03% | 511 |
|
|
2020
Q2 | – | Sell |
-1,560
| Closed | -$217K | – | 420 |
|
|
2020
Q1 | $217K | Buy |
+1,560
| New | +$217K | 0.05% | 325 |
|
|
2019
Q4 | – | Sell |
-1,536
| Closed | -$200K | – | 402 |
|
|
2019
Q3 | $200K | Buy |
+1,536
| New | +$200K | 0.04% | 374 |
|
|
2019
Q2 | – | Sell |
-1,672
| Closed | -$200K | – | 399 |
|
|
2019
Q1 | $200K | Buy |
+1,672
| New | +$200K | 0.04% | 365 |
|