Keebeck Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Buy |
+1,417
| New | +$247K | 0.03% | 303 |
|
2025
Q1 | – | Sell |
-1,236
| Closed | -$221K | – | 279 |
|
2024
Q4 | $221K | Buy |
+1,236
| New | +$221K | 0.03% | 258 |
|
2022
Q1 | – | Sell |
-1,224
| Closed | -$218K | – | 239 |
|
2021
Q4 | $218K | Buy |
+1,224
| New | +$218K | 0.04% | 206 |
|
2021
Q2 | – | Sell |
-4,224
| Closed | -$595K | – | 241 |
|
2021
Q1 | $595K | Hold |
4,224
| – | – | 0.09% | 149 |
|
2020
Q4 | $594K | Hold |
4,224
| – | – | 0.1% | 138 |
|
2020
Q3 | $619K | Hold |
4,224
| – | – | 0.13% | 120 |
|
2020
Q2 | $600K | Buy |
+4,224
| New | +$600K | 0.19% | 101 |
|
2020
Q1 | – | Sell |
-1,224
| Closed | -$147K | – | 188 |
|
2019
Q4 | $147K | Buy |
+1,224
| New | +$147K | 0.05% | 161 |
|