CAAS
Capital Asset Advisory Services’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,176
| Closed | -$214K | – | 287 |
|
|
2024
Q4 | $214K | Buy |
+1,176
| New | +$214K | 0.01% | 299 |
|
|
2021
Q3 | – | Sell |
-3,785
| Closed | -$569K | – | 712 |
|
|
2021
Q2 | $569K | Buy |
+3,785
| New | +$569K | 0.06% | 231 |
|
|
2021
Q1 | – | Sell |
-1,017
| Closed | -$143K | – | 876 |
|
|
2020
Q4 | $143K | Sell |
1,017
-4,057
| -80% | -$570K | 0.03% | 394 |
|
|
2020
Q3 | $746K | Buy |
+5,074
| New | +$746K | 0.16% | 119 |
|