WAG
Wiser Advisor Group’s Digital Realty Trust DLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-256
| Closed | -$36.7K | – | 99 |
|
2025
Q1 | $36.7K | Buy |
256
+15
| +6% | +$2.15K | 0.05% | 110 |
|
2024
Q4 | $42.7K | Hold |
241
| – | – | 0.06% | 103 |
|
2024
Q3 | $38.9K | Buy |
241
+2
| +0.8% | +$323 | 0.06% | 110 |
|
2024
Q2 | $36.3K | Buy |
239
+3
| +1% | +$456 | 0.06% | 114 |
|
2024
Q1 | $34.1K | Buy |
236
+3
| +1% | +$434 | 0.05% | 114 |
|
2023
Q4 | $31.3K | Buy |
+233
| New | +$31.3K | 0.05% | 121 |
|