Asset Dedication LLC’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
$65.7K Hold
377
﹤0.01% 474
2025
Q1
$54K Buy
377
+126
+50% +$18.1K ﹤0.01% 467
2024
Q4
$44.5K Buy
251
+45
+22% +$7.98K ﹤0.01% 499
2024
Q3
$33.4K Hold
206
﹤0.01% 577
2024
Q2
$31.3K Buy
+206
New +$31.3K ﹤0.01% 579
2016
Q2
Sell
-41
Closed -$4K 369
2016
Q1
$4K Hold
41
﹤0.01% 346
2015
Q4
$3K Buy
+41
New +$3K ﹤0.01% 508