Bartlett & Co 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 | $128K | Buy |
734
+2
| +0.3% | +$349 | ﹤0.01% | 500 |
|
|
2025
Q1 | $105K | Sell |
732
-192
| -21% | -$27.5K | ﹤0.01% | 537 |
|
|
2024
Q4 | $165K | Hold |
924
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $150K | Hold |
924
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $140K | Sell |
924
-200
| -18% | -$30.4K | ﹤0.01% | 486 |
|
|
2024
Q1 | $162K | Buy |
1,124
+200
| +22% | +$28.8K | ﹤0.01% | 483 |
|
|
2023
Q4 | $127K | Sell |
924
-28
| -3% | -$3.85K | ﹤0.01% | 543 |
|
|
2023
Q3 | $115K | Buy |
952
+759
| +393% | +$91.9K | ﹤0.01% | 519 |
|
|
2023
Q2 | $22K | Hold |
193
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $19K | Sell |
193
-14
| -7% | -$1.38K | ﹤0.01% | 724 |
|
|
2022
Q4 | $21K | Hold |
207
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $20.5K | Hold |
207
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $26.9K | Buy |
207
+14
| +7% | +$1.82K | ﹤0.01% | 680 |
|
|
2022
Q1 | $27.4K | Buy |
+193
| New | +$27.4K | ﹤0.01% | 683 |
|
|
2021
Q4 | – | Sell |
-193
| Closed | -$27.9K | – | 515 |
|
|
2021
Q3 | $27.9K | Sell |
193
-4
| -2% | -$578 | ﹤0.01% | 593 |
|
|
2021
Q2 | $29.6K | Hold |
197
| – | – | ﹤0.01% | 587 |
|
|
2021
Q1 | $27.7K | Sell |
197
-54
| -22% | -$7.61K | ﹤0.01% | 629 |
|
|
2020
Q4 | $35.3K | Buy |
251
+4
| +2% | +$563 | ﹤0.01% | 589 |
|
|
2020
Q3 | $36.3K | Hold |
247
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $35.1K | Sell |
247
-18
| -7% | -$2.56K | ﹤0.01% | 545 |
|
|
2020
Q1 | $36.8K | Buy |
265
+18
| +7% | +$2.5K | ﹤0.01% | 515 |
|
|
2019
Q4 | $29.8K | Hold |
247
| – | – | ﹤0.01% | 606 |
|
|
2019
Q3 | $32.1K | Buy |
+247
| New | +$32.1K | ﹤0.01% | 596 |
|