AIFAIM
American Institute for Advanced Investment Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
3,975
-2,435
| -38% | -$424K | 0.49% | 56 |
|
|
2025
Q1 | $918K | Sell |
6,410
-760
| -11% | -$109K | 0.7% | 44 |
|
|
2024
Q4 | $1.27M | Buy |
7,170
+130
| +2% | +$23.1K | 0.95% | 30 |
|
|
2024
Q3 | $1.14M | Buy |
7,040
+4,660
| +196% | +$754K | 0.82% | 36 |
|
|
2024
Q2 | $362K | Buy |
2,380
+725
| +44% | +$110K | 0.28% | 92 |
|
|
2024
Q1 | $238K | Hold |
1,655
| – | – | 0.19% | 118 |
|
|
2023
Q4 | $223K | Hold |
1,655
| – | – | 0.2% | 113 |
|
|
2023
Q3 | $200K | Buy |
+1,655
| New | +$200K | 0.19% | 115 |
|
|
2022
Q3 | – | Sell |
-1,830
| Closed | -$238K | – | 102 |
|
|
2022
Q2 | $238K | Hold |
1,830
| – | – | 0.21% | 99 |
|
|
2022
Q1 | $259K | Hold |
1,830
| – | – | 0.19% | 101 |
|
|
2021
Q4 | $324K | Hold |
1,830
| – | – | 0.22% | 92 |
|
|
2021
Q3 | $264K | Buy |
1,830
+180
| +11% | +$26K | 0.19% | 105 |
|
|
2021
Q2 | $248K | Hold |
1,650
| – | – | 0.17% | 107 |
|
|
2021
Q1 | $232K | Hold |
1,650
| – | – | 0.18% | 102 |
|
|
2020
Q4 | $230K | Hold |
1,650
| – | – | 0.18% | 96 |
|
|
2020
Q3 | $242K | Hold |
1,650
| – | – | 0.22% | 86 |
|
|
2020
Q2 | $234K | Hold |
1,650
| – | – | 0.22% | 84 |
|
|
2020
Q1 | $229K | Buy |
+1,650
| New | +$229K | 0.25% | 80 |
|