IFG 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
Q1 | – | Sell |
-1,246
| Closed | -$221K | – | 689 |
|
|
2024
Q4 | $221K | Buy |
+1,246
| New | +$221K | 0.01% | 620 |
|
|
2024
Q3 | – | Sell |
-1,605
| Closed | -$244K | – | 441 |
|
|
2024
Q2 | $244K | Buy |
+1,605
| New | +$244K | 0.02% | 550 |
|
|
2024
Q1 | – | Sell |
-1,616
| Closed | -$217K | – | 420 |
|
|
2023
Q4 | $217K | Sell |
1,616
-44
| -3% | -$5.92K | 0.02% | 541 |
|
|
2023
Q3 | $201K | Buy |
+1,660
| New | +$201K | 0.02% | 521 |
|
|
2022
Q3 | – | Sell |
-2,277
| Closed | -$295K | – | 521 |
|
|
2022
Q2 | $295K | Sell |
2,277
-99
| -4% | -$12.8K | 0.03% | 384 |
|
|
2022
Q1 | $337K | Buy |
2,376
+139
| +6% | +$19.7K | 0.03% | 375 |
|
|
2021
Q4 | $395K | Hold |
2,237
| – | – | 0.04% | 347 |
|
|
2021
Q3 | $323K | Buy |
2,237
+12
| +0.5% | +$1.73K | 0.03% | 386 |
|
|
2021
Q2 | $334K | Buy |
2,225
+552
| +33% | +$82.9K | 0.04% | 368 |
|
|
2021
Q1 | $235K | Buy |
1,673
+22
| +1% | +$3.09K | 0.03% | 438 |
|
|
2020
Q4 | $230K | Buy |
+1,651
| New | +$230K | 0.03% | 408 |
|