Mutual 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 | $611K | Buy |
3,432
+171
| +5% | +$30.4K | 0.02% | 690 |
|
2025
Q1 | $521K | Sell |
3,261
-540
| -14% | -$86.3K | 0.01% | 691 |
|
2024
Q4 | $685K | Sell |
3,801
-121
| -3% | -$21.8K | 0.02% | 600 |
|
2024
Q3 | $648K | Sell |
3,922
-17
| -0.4% | -$2.81K | 0.02% | 618 |
|
2024
Q2 | $580K | Buy |
3,939
+294
| +8% | +$43.3K | 0.02% | 650 |
|
2024
Q1 | $525K | Sell |
3,645
-1,786
| -33% | -$257K | 0.02% | 680 |
|
2023
Q4 | $731K | Sell |
5,431
-179
| -3% | -$24.1K | 0.03% | 541 |
|
2023
Q3 | $679K | Buy |
5,610
+41
| +0.7% | +$4.96K | 0.03% | 521 |
|
2023
Q2 | $634K | Buy |
5,569
+58
| +1% | +$6.61K | 0.02% | 564 |
|
2023
Q1 | $542K | Sell |
5,511
-1,384
| -20% | -$136K | 0.02% | 597 |
|
2022
Q4 | $691K | Sell |
6,895
-402
| -6% | -$40.3K | 0.03% | 510 |
|
2022
Q3 | $724K | Sell |
7,297
-567
| -7% | -$56.3K | 0.04% | 457 |
|
2022
Q2 | $1.02M | Buy |
7,864
+887
| +13% | +$115K | 0.07% | 330 |
|
2022
Q1 | $989K | Sell |
6,977
-608
| -8% | -$86.2K | 0.06% | 381 |
|
2021
Q4 | $1.34M | Buy |
7,585
+1,113
| +17% | +$197K | 0.07% | 306 |
|
2021
Q3 | $935K | Buy |
6,472
+1,399
| +28% | +$202K | 0.06% | 371 |
|
2021
Q2 | $763K | Buy |
5,073
+302
| +6% | +$45.4K | 0.05% | 422 |
|
2021
Q1 | $672K | Buy |
4,771
+1,808
| +61% | +$255K | 0.05% | 416 |
|
2020
Q4 | $413K | Buy |
+2,963
| New | +$413K | 0.03% | 511 |
|
2019
Q3 | – | Sell |
-2,099
| Closed | -$247K | – | 547 |
|
2019
Q2 | $247K | Buy |
+2,099
| New | +$247K | 0.03% | 486 |
|