Caldwell Trust’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Hold |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $168K | Buy |
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|
2023
Q3 | $120K | Hold |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $96.1K | Hold |
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|
2022
Q4 | $98.1K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $173K | Hold |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $70.3K | Hold |
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|
2021
Q1 | $65.8K | Hold |
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|
2020
Q4 | $65.2K | Buy |
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|
2020
Q3 | $48.9K | Sell |
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|
2020
Q2 | $56.7K | Hold |
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|
2020
Q1 | $55.4K | Hold |
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|
2019
Q4 | $47.8K | Buy |
|