Forum Financial Management’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 | $380K | Buy |
2,181
+387
| +22% | +$67.5K | 0.01% | 531 |
|
|
2025
Q1 | $257K | Sell |
1,794
-3
| -0.2% | -$430 | ﹤0.01% | 677 |
|
|
2024
Q4 | $319K | Buy |
1,797
+142
| +9% | +$25.2K | 0.01% | 577 |
|
|
2024
Q3 | $268K | Sell |
1,655
-19
| -1% | -$3.08K | ﹤0.01% | 571 |
|
|
2024
Q2 | $255K | Sell |
1,674
-3
| -0.2% | -$456 | ﹤0.01% | 546 |
|
|
2024
Q1 | $242K | Buy |
1,677
+8
| +0.5% | +$1.15K | ﹤0.01% | 606 |
|
|
2023
Q4 | $225K | Hold |
1,669
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $202K | Buy |
+1,669
| New | +$202K | ﹤0.01% | 595 |
|