GoalVest Advisory’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.2M | Sell |
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|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $34.9K | Hold |
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|
2025
Q1 | $28.7K | Hold |
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|
2024
Q4 | $35.5K | Hold |
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|
2024
Q3 | $32.4K | Hold |
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|
2024
Q2 | $30.4K | Hold |
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|
2024
Q1 | $28.8K | Buy |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.59K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $1.57M | Buy |
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