Schrum Private Wealth Management’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 | $229K | Sell |
1,312
-189
| -13% | -$33K | 0.18% | 117 |
|
|
2025
Q1 | $215K | Buy |
1,501
+6
| +0.4% | +$860 | 0.19% | 116 |
|
|
2024
Q4 | $265K | Sell |
1,495
-1,495
| -50% | -$265K | 0.22% | 105 |
|
|
2024
Q3 | $484K | Buy |
2,990
+1,498
| +100% | +$242K | 0.25% | 95 |
|
|
2024
Q2 | $227K | Buy |
1,492
+3
| +0.2% | +$456 | 0.2% | 115 |
|
|
2024
Q1 | $215K | Buy |
+1,489
| New | +$215K | 0.19% | 127 |
|
|
2022
Q2 | – | Sell |
-1,460
| Closed | -$218K | – | 119 |
|
|
2022
Q1 | $218K | Buy |
1,460
+3
| +0.2% | +$448 | 0.22% | 112 |
|
|
2021
Q4 | $259K | Buy |
+1,457
| New | +$259K | 0.24% | 107 |
|