Capital Performance Advisors’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 | $269K | Sell |
1,542
-512
| -25% | -$89.3K | 0.05% | 176 |
|
|
2025
Q1 | $294K | Buy |
2,054
+366
| +22% | +$52.4K | 0.06% | 160 |
|
|
2024
Q4 | $299K | Buy |
1,688
+131
| +8% | +$23.2K | 0.1% | 94 |
|
|
2024
Q3 | $252K | Buy |
1,557
+22
| +1% | +$3.56K | 0.08% | 94 |
|
|
2024
Q2 | $233K | Buy |
+1,535
| New | +$233K | 0.09% | 79 |
|
|
2024
Q1 | – | Sell |
-1,509
| Closed | -$203K | – | 88 |
|
|
2023
Q4 | $203K | Buy |
+1,509
| New | +$203K | 0.09% | 72 |
|