PETERSON WEALTH MANAGEMENT DLR Holdings History
PETERSON WEALTH MANAGEMENT's Digital Realty Trust Inc Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 20,577.00 shares of Digital Realty Trust Inc(DLR), totaling $2.95 Mil. This investment constitutes 1.98% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.01% of the outstanding Digital Realty Trust Inc(DLR) stock.
The initial trade took place in 2020Q2. And since then PETERSON WEALTH MANAGEMENT has made 8 purchases of DLR, at an average price of $137.09, for a total of 23,407.00 shares. In addition, there have been 3 sales at an average price of $145.64 for 2,830.00 shares. Based on historical transaction data and DLR's current price of $180.02, PETERSON WEALTH MANAGEMENT's estimated gain on his DLR holdings is $907,618.87, reflecting a 28.29% gain to date.
PETERSON WEALTH MANAGEMENT DLR ($180.02) Holding Chart
PETERSON WEALTH MANAGEMENT DLR ($180.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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