Caldwell Trust’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,962
-225
|
|
||||
|
2025
Q1 | $313K | Buy |
2,187
+141
|
|
||||
|
2024
Q4 | $363K | Buy |
2,046
+31
|
|
||||
|
2024
Q3 | $326K | Buy |
2,015
+48
|
|
||||
|
2024
Q2 | $299K | Buy |
1,967
+506
|
|
||||
|
2024
Q1 | $210K | Buy |
1,461
+209
|
|
||||
|
2023
Q4 | $168K | Buy |
1,252
+260
|
|
||||
|
2023
Q3 | $120K | Hold |
992
|
|
||||
|
2023
Q2 | $113K | Buy |
992
+14
|
|
||||
|
2023
Q1 | $96.1K | Hold |
978
|
|
||||
|
2022
Q4 | $98.1K | Hold |
978
|
|
||||
|
2022
Q3 | $97K | Hold |
978
|
|
||||
|
2022
Q2 | $127K | Hold |
978
|
|
||||
|
2022
Q1 | $139K | Hold |
978
|
|
||||
|
2021
Q4 | $173K | Hold |
978
|
|
||||
|
2021
Q3 | $141K | Buy |
978
+511
|
|
||||
|
2021
Q2 | $70.3K | Hold |
467
|
|
||||
|
2021
Q1 | $65.8K | Hold |
467
|
|
||||
|
2020
Q4 | $65.2K | Buy |
467
+134
|
|
||||
|
2020
Q3 | $48.9K | Sell |
333
-66
|
|
||||
|
2020
Q2 | $56.7K | Hold |
399
|
|
||||
|
2020
Q1 | $55.4K | Hold |
399
|
|
||||
|
2019
Q4 | $47.8K | Buy |
+399
|
|