Westside Investment 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 | $26.2K | Buy |
151
+51
| +51% | +$8.84K | ﹤0.01% | 598 |
|
|
2025
Q1 | $14.3K | Hold |
100
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $17.7K | Hold |
100
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $16.2K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $15.2K | Hold |
100
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $14.4K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $11.4K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $9.83K | Hold |
100
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $10 | Hold |
100
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $9 | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2022
Q2 | $12 | Hold |
100
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $14 | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $17 | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $14 | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $15 | Hold |
100
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $14 | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $13 | Sell |
100
-850
| -89% | -$111 | ﹤0.01% | 476 |
|
|
2020
Q3 | $117K | Hold |
950
| – | – | 0.05% | 54 |
|
|
2020
Q2 | $114K | Hold |
950
| – | – | 0.07% | 49 |
|
|
2020
Q1 | $111K | Buy |
+950
| New | +$111K | 0.08% | 45 |
|
|
2019
Q2 | $134K | Buy |
+2,250
| New | +$134K | 0.3% | 19 |
|
|
2018
Q4 | $528K | Sell |
4,950
-100
| -2% | -$10.7K | 0.19% | 86 |
|
|
2018
Q3 | $564K | Sell |
5,050
-1,900
| -27% | -$212K | 0.18% | 81 |
|
|
2018
Q2 | $784K | Buy |
6,950
+1,600
| +30% | +$180K | 0.28% | 60 |
|
|
2018
Q1 | $551K | Hold |
5,350
| – | – | 0.3% | 71 |
|
|
2017
Q4 | $611K | Buy |
5,350
+3,850
| +257% | +$439K | 0.33% | 67 |
|
|
2017
Q3 | $178K | Hold |
1,500
| – | – | 0.11% | 150 |
|
|
2017
Q2 | $165K | Hold |
1,500
| – | – | 0.11% | 150 |
|
|
2017
Q1 | $160K | Buy |
+1,500
| New | +$160K | 0.08% | 144 |
|