Mendel Money 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 | $2.95M | Sell |
16,912
-92
| -0.5% | -$16K | 1.31% | 27 |
|
|
2025
Q1 | $2.44M | Buy |
17,004
+27
| +0.2% | +$3.87K | 1.15% | 29 |
|
|
2024
Q4 | $3.01M | Sell |
16,977
-1,352
| -7% | -$240K | 1.34% | 26 |
|
|
2024
Q3 | $2.97M | Sell |
18,329
-3,136
| -15% | -$507K | 1.28% | 27 |
|
|
2024
Q2 | $3.26M | Sell |
21,465
-4,765
| -18% | -$725K | 1.53% | 26 |
|
|
2024
Q1 | $3.78M | Buy |
26,230
+240
| +0.9% | +$34.6K | 1.75% | 20 |
|
|
2023
Q4 | $3.5M | Buy |
25,990
+609
| +2% | +$82K | 1.68% | 23 |
|
|
2023
Q3 | $3.07M | Sell |
25,381
-170
| -0.7% | -$20.6K | 1.65% | 22 |
|
|
2023
Q2 | $2.91M | Sell |
25,551
-1,109
| -4% | -$126K | 1.5% | 24 |
|
|
2023
Q1 | $2.62M | Buy |
26,660
+1,241
| +5% | +$122K | 1.41% | 25 |
|
|
2022
Q4 | $2.55M | Sell |
25,419
-6,721
| -21% | -$674K | 1.45% | 27 |
|
|
2022
Q3 | $3.19M | Sell |
32,140
-590
| -2% | -$58.5K | 1.99% | 20 |
|
|
2022
Q2 | $4.25M | Sell |
32,730
-202
| -0.6% | -$26.2K | 2.53% | 12 |
|
|
2022
Q1 | $4.67M | Buy |
32,932
+3,196
| +11% | +$453K | 2.28% | 14 |
|
|
2021
Q4 | $5.26M | Sell |
29,736
-820
| -3% | -$145K | 3.03% | 12 |
|
|
2021
Q3 | $4.41M | Buy |
30,556
+318
| +1% | +$45.9K | 2.76% | 17 |
|
|
2021
Q2 | $4.55M | Sell |
30,238
-53
| -0.2% | -$7.98K | 2.86% | 18 |
|
|
2021
Q1 | $4.27M | Buy |
30,291
+1,325
| +5% | +$187K | 2.79% | 21 |
|
|
2020
Q4 | $4.04M | Buy |
28,966
+2,037
| +8% | +$284K | 2.83% | 18 |
|
|
2020
Q3 | $3.95M | Buy |
26,929
+678
| +3% | +$99.5K | 3.09% | 14 |
|
|
2020
Q2 | $3.73M | Buy |
+26,251
| New | +$3.73M | 3.28% | 14 |
|
|
2019
Q4 | $2.17M | Buy |
18,156
+4,978
| +38% | +$596K | 1.88% | 25 |
|
|
2019
Q3 | $1.71M | Buy |
13,178
+11,170
| +556% | +$1.45M | 1.58% | 26 |
|
|
2019
Q2 | $237K | Buy |
+2,008
| New | +$237K | 0.23% | 46 |
|