KCM Investment Advisors’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 | $551K | Sell |
3,158
-603
| -16% | -$105K | 0.02% | 260 |
|
|
2025
Q1 | $539K | Sell |
3,761
-35
| -0.9% | -$5.02K | 0.02% | 252 |
|
|
2024
Q4 | $673K | Buy |
3,796
+405
| +12% | +$71.8K | 0.02% | 235 |
|
|
2024
Q3 | $549K | Buy |
3,391
+490
| +17% | +$79.3K | 0.02% | 254 |
|
|
2024
Q2 | $441K | Buy |
2,901
+135
| +5% | +$20.5K | 0.02% | 273 |
|
|
2024
Q1 | $398K | Buy |
+2,766
| New | +$398K | 0.01% | 281 |
|
|
2022
Q2 | – | Sell |
-1,479
| Closed | -$210K | – | 393 |
|
|
2022
Q1 | $210K | Hold |
1,479
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $262K | Sell |
1,479
-185
| -11% | -$32.8K | 0.01% | 367 |
|
|
2021
Q3 | $240K | Buy |
1,664
+275
| +20% | +$39.7K | 0.01% | 355 |
|
|
2021
Q2 | $209K | Buy |
+1,389
| New | +$209K | 0.01% | 370 |
|