GoalVest Advisory’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 | $34.9K | Hold |
200
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $28.7K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $35.5K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $32.4K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $30.4K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $28.8K | Buy |
+200
| New | +$28.8K | 0.01% | 236 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 405 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 479 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$7.59K | – | 270 |
|
|
2022
Q4 | $7.59K | Hold |
76
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $8K | Hold |
76
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $10K | Sell |
76
-281
| -79% | -$37K | 0.01% | 251 |
|
|
2022
Q1 | $51K | Buy |
+357
| New | +$51K | 0.03% | 152 |
|
|
2021
Q2 | $529K | Sell |
3,519
-724
| -17% | -$109K | 0.33% | 85 |
|
|
2021
Q1 | $598K | Sell |
4,243
-6,992
| -62% | -$985K | 0.45% | 76 |
|
|
2020
Q4 | $1.57M | Buy |
+11,235
| New | +$1.57M | 1.32% | 20 |
|