Optimum 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 | $157K | Hold |
900
| – | – | 0.07% | 203 |
|
|
2025
Q1 | $129K | Hold |
900
| – | – | 0.06% | 213 |
|
|
2024
Q4 | $160K | Hold |
900
| – | – | 0.07% | 199 |
|
|
2024
Q3 | $146K | Hold |
900
| – | – | 0.06% | 227 |
|
|
2024
Q2 | $137K | Hold |
900
| – | – | 0.06% | 221 |
|
|
2024
Q1 | $130K | Sell |
900
-200
| -18% | -$28.8K | 0.06% | 238 |
|
|
2023
Q4 | $148K | Hold |
1,100
| – | – | 0.07% | 206 |
|
|
2023
Q3 | $133K | Hold |
1,100
| – | – | 0.07% | 225 |
|
|
2023
Q2 | $125K | Hold |
1,100
| – | – | 0.06% | 243 |
|
|
2023
Q1 | $108K | Hold |
1,100
| – | – | 0.06% | 258 |
|
|
2022
Q4 | $110K | Hold |
1,100
| – | – | 0.06% | 253 |
|
|
2022
Q3 | $109K | Hold |
1,100
| – | – | 0.06% | 257 |
|
|
2022
Q2 | $143K | Hold |
1,100
| – | – | 0.07% | 235 |
|
|
2022
Q1 | $156K | Hold |
1,100
| – | – | 0.07% | 250 |
|
|
2021
Q4 | $195K | Hold |
1,100
| – | – | 0.08% | 228 |
|
|
2021
Q3 | $159K | Hold |
1,100
| – | – | 0.07% | 269 |
|
|
2021
Q2 | $166K | Hold |
1,100
| – | – | 0.05% | 294 |
|
|
2021
Q1 | $155K | Hold |
1,100
| – | – | 0.05% | 304 |
|
|
2020
Q4 | $153K | Hold |
1,100
| – | – | 0.05% | 293 |
|
|
2020
Q3 | $161K | Hold |
1,100
| – | – | 0.05% | 262 |
|
|
2020
Q2 | $156K | Hold |
1,100
| – | – | 0.05% | 263 |
|
|
2020
Q1 | $153K | Sell |
1,100
-500
| -31% | -$69.5K | 0.06% | 250 |
|
|
2019
Q4 | $192K | Buy |
1,600
+300
| +23% | +$36K | 0.06% | 284 |
|
|
2019
Q3 | $169K | Sell |
1,300
-400
| -24% | -$52K | 0.05% | 298 |
|
|
2019
Q2 | $200K | Buy |
1,700
+800
| +89% | +$94.1K | 0.06% | 264 |
|
|
2019
Q1 | $107K | Hold |
900
| – | – | 0.04% | 367 |
|
|
2018
Q4 | $96K | Hold |
900
| – | – | 0.03% | 362 |
|
|
2018
Q3 | $101K | Hold |
900
| – | – | 0.03% | 396 |
|
|
2018
Q2 | $100K | Hold |
900
| – | – | 0.03% | 401 |
|
|
2018
Q1 | $95K | Buy |
+900
| New | +$95K | 0.03% | 412 |
|
|
2016
Q2 | – | Sell |
-3,170
| Closed | -$281K | – | 278 |
|
|
2016
Q1 | $281K | Hold |
3,170
| – | – | 0.11% | 211 |
|
|
2015
Q4 | $240K | Sell |
3,170
-380
| -11% | -$28.8K | 0.09% | 232 |
|
|
2015
Q3 | $232K | Buy |
+3,550
| New | +$232K | 0.09% | 233 |
|
|
2015
Q1 | $244K | Buy |
3,700
+1,300
| +54% | +$85.7K | 0.08% | 256 |
|
|
2014
Q4 | $160K | Buy |
2,400
+900
| +60% | +$60K | 0.05% | 298 |
|
|
2014
Q3 | $101K | Buy |
1,500
+530
| +55% | +$35.7K | 0.03% | 348 |
|
|
2014
Q2 | $57K | Buy |
+970
| New | +$57K | 0.02% | 453 |
|