Bourgeon Capital 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	$228K	Buy	+1,307	New	+$228K	0.05%	103
2025 Q1	–	Sell	-1,309	Closed	-$232K	–	114
2024 Q4	$232K	Hold	1,309	–	–	0.04%	114
2024 Q3	$212K	Buy	+1,309	New	+$212K	0.04%	103
2024 Q1	–	Sell	-1,300	Closed	-$175K	–	170
2023 Q4	$175K	Hold	1,300	–	–	0.04%	105
2023 Q3	$157K	Hold	1,300	–	–	0.04%	102
2023 Q2	$148K	Hold	1,300	–	–	0.03%	109
2023 Q1	$128K	Hold	1,300	–	–	0.03%	108
2022 Q4	$130K	Hold	1,300	–	–	0.03%	114
2022 Q3	$129K	Hold	1,300	–	–	0.04%	99
2022 Q2	$169K	Hold	1,300	–	–	0.04%	97
2022 Q1	$184K	Hold	1,300	–	–	0.04%	97
2021 Q4	$230K	Hold	1,300	–	–	0.05%	104
2021 Q3	$188K	Hold	1,300	–	–	0.04%	109
2021 Q2	$196K	Hold	1,300	–	–	0.04%	114
2021 Q1	$183K	Hold	1,300	–	–	0.04%	117
2020 Q4	$181K	Hold	1,300	–	–	0.04%	104
2020 Q3	$191K	Hold	1,300	–	–	0.06%	89
2020 Q2	$185K	Hold	1,300	–	–	0.07%	79
2020 Q1	$181K	Hold	1,300	–	–	0.09%	69
2019 Q4	$156K	Hold	1,300	–	–	0.07%	78
2019 Q3	$169K	Buy	+1,300	New	+$169K	0.09%	73