Schechter 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
Q1 | $345K | Sell |
2,406
-388
| -14% | -$55.6K | 0.03% | 447 |
|
|
2024
Q4 | $496K | Sell |
2,794
-220
| -7% | -$39K | 0.04% | 389 |
|
|
2024
Q3 | $488K | Sell |
3,014
-579
| -16% | -$93.7K | 0.04% | 400 |
|
|
2024
Q2 | $546K | Buy |
3,593
+78
| +2% | +$11.9K | 0.04% | 352 |
|
|
2024
Q1 | $506K | Buy |
3,515
+168
| +5% | +$24.2K | 0.04% | 371 |
|
|
2023
Q4 | $450K | Buy |
3,347
+78
| +2% | +$10.5K | 0.04% | 374 |
|
|
2023
Q3 | $396K | Buy |
3,269
+511
| +19% | +$61.8K | 0.04% | 391 |
|
|
2023
Q2 | $314K | Sell |
2,758
-46
| -2% | -$5.24K | 0.03% | 480 |
|
|
2023
Q1 | $276K | Buy |
+2,804
| New | +$276K | 0.03% | 540 |
|
|
2022
Q3 | – | Sell |
-2,254
| Closed | -$293K | – | 958 |
|
|
2022
Q2 | $293K | Buy |
2,254
+819
| +57% | +$106K | 0.03% | 717 |
|
|
2022
Q1 | $204K | Sell |
1,435
-321
| -18% | -$45.6K | 0.02% | 833 |
|
|
2021
Q4 | $311K | Buy |
+1,756
| New | +$311K | 0.03% | 668 |
|