Willner & Heller’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 | $607K | Buy |
3,479
+24
| +0.7% | +$4.18K | 0.51% | 64 |
|
|
2025
Q1 | $495K | Buy |
3,455
+53
| +2% | +$7.59K | 0.46% | 76 |
|
|
2024
Q4 | $603K | Hold |
3,402
| – | – | 0.53% | 57 |
|
|
2024
Q3 | $551K | Buy |
3,402
+26
| +0.8% | +$4.21K | 0.49% | 62 |
|
|
2024
Q2 | $513K | Buy |
3,376
+27
| +0.8% | +$4.11K | 0.49% | 65 |
|
|
2024
Q1 | $482K | Buy |
3,349
+56
| +2% | +$8.07K | 0.48% | 71 |
|
|
2023
Q4 | $443K | Buy |
+3,293
| New | +$443K | 0.49% | 72 |
|
|
2022
Q4 | $227K | Buy |
+2,261
| New | +$227K | 0.32% | 116 |
|