Lake Street Private Wealth’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 | $407K | Sell |
2,333
-13
| -0.6% | -$2.27K | 0.06% | 183 |
|
|
2025
Q1 | $336K | Sell |
2,346
-43
| -2% | -$6.16K | 0.05% | 185 |
|
|
2024
Q4 | $424K | Sell |
2,389
-40
| -2% | -$7.09K | 0.07% | 165 |
|
|
2024
Q3 | $393K | Sell |
2,429
-111
| -4% | -$18K | 0.06% | 190 |
|
|
2024
Q2 | $386K | Buy |
2,540
+76
| +3% | +$11.6K | 0.05% | 242 |
|
|
2024
Q1 | $355K | Buy |
2,464
+522
| +27% | +$75.2K | 0.05% | 245 |
|
|
2023
Q4 | $261K | Sell |
1,942
-181
| -9% | -$24.4K | 0.04% | 264 |
|
|
2023
Q3 | $252K | Buy |
+2,123
| New | +$252K | 0.05% | 243 |
|
|
2021
Q1 | – | Sell |
-1,651
| Closed | -$230K | – | 204 |
|
|
2020
Q4 | $230K | Buy |
1,651
+11
| +0.7% | +$1.53K | 0.07% | 184 |
|
|
2020
Q3 | $241K | Sell |
1,640
-143
| -8% | -$21K | 0.08% | 150 |
|
|
2020
Q2 | $253K | Sell |
1,783
-657
| -27% | -$93.2K | 0.09% | 140 |
|
|
2020
Q1 | $339K | Sell |
2,440
-55
| -2% | -$7.64K | 0.15% | 113 |
|
|
2019
Q4 | $299K | Sell |
2,495
-122
| -5% | -$14.6K | 0.11% | 144 |
|
|
2019
Q3 | $340K | Buy |
2,617
+52
| +2% | +$6.76K | 0.15% | 119 |
|
|
2019
Q2 | $302K | Buy |
+2,565
| New | +$302K | 0.18% | 98 |
|