Samalin Investment Counsel’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 | $401K | Buy |
2,300
+229
| +11% | +$39.9K | 0.15% | 204 |
|
|
2025
Q1 | $297K | Buy |
+2,071
| New | +$297K | 0.12% | 244 |
|
|
2024
Q4 | – | Sell |
-1,677
| Closed | -$271K | – | 304 |
|
|
2024
Q3 | $271K | Buy |
1,677
+51
| +3% | +$8.25K | 0.12% | 235 |
|
|
2024
Q2 | $247K | Buy |
1,626
+159
| +11% | +$24.2K | 0.12% | 243 |
|
|
2024
Q1 | $211K | Sell |
1,467
-147
| -9% | -$21.2K | 0.1% | 258 |
|
|
2023
Q4 | $217K | Sell |
1,614
-351
| -18% | -$47.2K | 0.11% | 243 |
|
|
2023
Q3 | $238K | Buy |
1,965
+114
| +6% | +$13.8K | 0.14% | 213 |
|
|
2023
Q2 | $211K | Buy |
+1,851
| New | +$211K | 0.11% | 237 |
|