Moneta Group 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 | $1.6M | Buy |
9,199
+820
| +10% | +$143K | 0.02% | 251 |
|
|
2025
Q1 | $1.2M | Buy |
8,379
+316
| +4% | +$45.3K | 0.02% | 266 |
|
|
2024
Q4 | $1.43M | Buy |
8,063
+1,568
| +24% | +$278K | 0.02% | 247 |
|
|
2024
Q3 | $1.05M | Buy |
6,495
+1,004
| +18% | +$162K | 0.02% | 275 |
|
|
2024
Q2 | $835K | Buy |
5,491
+1,467
| +36% | +$223K | 0.01% | 292 |
|
|
2024
Q1 | $580K | Buy |
4,024
+1,338
| +50% | +$193K | 0.01% | 350 |
|
|
2023
Q4 | $361K | Buy |
+2,686
| New | +$361K | 0.01% | 398 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$17K | – | 266 |
|
|
2018
Q2 | $17K | Buy |
+150
| New | +$17K | ﹤0.01% | 367 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 628 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 475 |
|