Chase Investment Counsel’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
Q1
Sell
-20,609
Closed -$3.65M 131
2024
Q4
$3.65M Sell
20,609
-715
-3% -$127K 1.17% 33
2024
Q3
$3.45M Buy
+21,324
New +$3.45M 1.15% 39