Summit Trail 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 | $370K | Buy |
+2,125
| New | +$370K | 0.01% | 840 |
|
|
2024
Q4 | – | Sell |
-1,667
| Closed | -$270K | – | 489 |
|
|
2024
Q3 | $270K | Buy |
1,667
+225
| +16% | +$36.4K | 0.01% | 582 |
|
|
2024
Q2 | $219K | Buy |
+1,442
| New | +$219K | 0.01% | 569 |
|
|
2018
Q1 | – | Sell |
-212
| Closed | -$24K | – | 754 |
|
|
2017
Q4 | $24K | Buy |
+212
| New | +$24K | ﹤0.01% | 994 |
|