VHAM
Van Hulzen Asset Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63
| Closed | -$11.2K | – | 492 |
|
|
2024
Q4 | $11.2K | Buy |
+63
| New | +$11.2K | ﹤0.01% | 751 |
|
|
2023
Q1 | – | Sell |
-2,728
| Closed | -$274K | – | 304 |
|
|
2022
Q4 | $274K | Sell |
2,728
-250
| -8% | -$25.1K | 0.03% | 239 |
|
|
2022
Q3 | $295K | Sell |
2,978
-33
| -1% | -$3.27K | 0.04% | 215 |
|
|
2022
Q2 | $391K | Sell |
3,011
-143
| -5% | -$18.6K | 0.05% | 188 |
|
|
2022
Q1 | $447K | Buy |
3,154
+17
| +0.5% | +$2.41K | 0.05% | 181 |
|
|
2021
Q4 | $555K | Sell |
3,137
-70
| -2% | -$12.4K | 0.06% | 170 |
|
|
2021
Q3 | $463K | Sell |
3,207
-705
| -18% | -$102K | 0.07% | 161 |
|
|
2021
Q2 | $589K | Sell |
3,912
-43,300
| -92% | -$6.52M | 0.09% | 128 |
|
|
2021
Q1 | $6.65M | Buy |
47,212
+44,236
| +1,486% | +$6.23M | 1.06% | 35 |
|
|
2020
Q4 | $415K | Buy |
2,976
+1,046
| +54% | +$146K | 0.06% | 167 |
|
|
2020
Q3 | $283K | Sell |
1,930
-2,744
| -59% | -$402K | 0.04% | 200 |
|
|
2020
Q2 | $664K | Buy |
4,674
+2,378
| +104% | +$338K | 0.1% | 106 |
|
|
2020
Q1 | $319K | Sell |
2,296
-950
| -29% | -$132K | 0.07% | 171 |
|
|
2019
Q4 | $389K | Buy |
3,246
+1,004
| +45% | +$120K | 0.08% | 185 |
|
|
2019
Q3 | $291K | Sell |
2,242
-189
| -8% | -$24.5K | 0.06% | 207 |
|
|
2019
Q2 | $286K | Buy |
+2,431
| New | +$286K | 0.06% | 206 |
|
|
2018
Q4 | – | Sell |
-13,443
| Closed | -$1.51M | – | 227 |
|
|
2018
Q3 | $1.51M | Buy |
13,443
+1,599
| +14% | +$180K | 0.4% | 61 |
|
|
2018
Q2 | $1.32M | Buy |
11,844
+2,100
| +22% | +$234K | 0.39% | 63 |
|
|
2018
Q1 | $1.03M | Buy |
9,744
+4,744
| +95% | +$500K | 0.31% | 74 |
|
|
2017
Q4 | $570K | Buy |
+5,000
| New | +$570K | 0.17% | 111 |
|