Institutional & Family Asset 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
2022
Q4
Sell
-13
Closed -$1K 737
2022
Q3
$1K Hold
13
﹤0.01% 624
2022
Q2
$2K Hold
13
﹤0.01% 588
2022
Q1
$2K Hold
13
﹤0.01% 637
2021
Q4
$2K Hold
13
﹤0.01% 657
2021
Q3
$2K Hold
13
﹤0.01% 765
2021
Q2
$2K Hold
13
﹤0.01% 812
2021
Q1
$2K Hold
13
﹤0.01% 784
2020
Q4
$2K Hold
13
﹤0.01% 754
2020
Q3
$2K Sell
13
-31
-70% -$4.77K ﹤0.01% 682
2020
Q2
$6K Sell
44
-18
-29% -$2.46K ﹤0.01% 550
2020
Q1
$9K Buy
62
+31
+100% +$4.5K ﹤0.01% 463
2019
Q4
$4K Sell
31
-305
-91% -$39.4K ﹤0.01% 612
2019
Q3
$44K Buy
336
+148
+79% +$19.4K 0.01% 304
2019
Q2
$22K Hold
188
﹤0.01% 410
2019
Q1
$22K Sell
188
-1,103
-85% -$129K ﹤0.01% 417
2018
Q4
$138K Buy
1,291
+689
+114% +$73.7K 0.03% 192
2018
Q3
$68K Sell
602
-135
-18% -$15.2K 0.01% 323
2018
Q2
$82K Sell
737
-250
-25% -$27.8K 0.02% 298
2018
Q1
$104K Sell
987
-841
-46% -$88.6K 0.02% 235
2017
Q4
$208K Buy
+1,828
New +$208K 0.04% 160
2016
Q3
Sell
-2,191
Closed -$239K 118
2016
Q2
$239K Buy
+2,191
New +$239K 0.08% 107