Marcum Wealth’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$209K Buy
2024
Q4
$251K Buy
2024
Q3
$203K Buy
2024
Q2
Sell
2024
Q1
$260K Sell
2023
Q4
$248K Sell
2023
Q3
$238K Buy
2023
Q2
Sell
2023
Q1
$250K Buy
2022
Q4
$203K Sell
2022
Q3
$347K Buy
2022
Q2
$290K Buy
2022
Q1
$249K Buy
2021
Q4
$250K Buy
2021
Q3
$203K Sell
2021
Q2
$346K Buy
2021
Q1
$318K Buy