Walled Lake Planning & 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 | $309K | Buy |
1,775
+13
| +0.7% | +$2.27K | 0.1% | 105 |
|
|
2025
Q1 | $252K | Buy |
1,762
+27
| +2% | +$3.87K | 0.09% | 114 |
|
|
2024
Q4 | $308K | Hold |
1,735
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $281K | Buy |
1,735
+13
| +0.8% | +$2.1K | 0.11% | 104 |
|
|
2024
Q2 | $262K | Buy |
1,722
+14
| +0.8% | +$2.13K | 0.11% | 97 |
|
|
2024
Q1 | $246K | Buy |
1,708
+30
| +2% | +$4.32K | 0.1% | 92 |
|
|
2023
Q4 | $226K | Hold |
1,678
| – | – | 0.11% | 91 |
|
|
2023
Q3 | $203K | Buy |
+1,678
| New | +$203K | 0.1% | 90 |
|
|
2022
Q3 | – | Sell |
-1,583
| Closed | -$206K | – | 79 |
|
|
2022
Q2 | $206K | Buy |
1,583
+14
| +0.9% | +$1.82K | 0.14% | 69 |
|
|
2022
Q1 | $222K | Buy |
1,569
+25
| +2% | +$3.54K | 0.13% | 81 |
|
|
2021
Q4 | $273K | Hold |
1,544
| – | – | 0.16% | 74 |
|
|
2021
Q3 | $223K | Sell |
1,544
-22
| -1% | -$3.18K | 0.14% | 71 |
|
|
2021
Q2 | $236K | Buy |
1,566
+11
| +0.7% | +$1.66K | 0.15% | 68 |
|
|
2021
Q1 | $219K | Buy |
1,555
+21
| +1% | +$2.96K | 0.15% | 69 |
|
|
2020
Q4 | $214K | Buy |
1,534
+1,500
| +4,412% | +$209K | 0.16% | 66 |
|
|
2020
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $5K | Sell |
34
-38,562
| -100% | -$5.67M | ﹤0.01% | 238 |
|
|
2020
Q1 | $5.36M | Sell |
38,596
-853
| -2% | -$118K | 4.9% | 1 |
|
|
2019
Q4 | $4.72M | Buy |
+39,449
| New | +$4.72M | 3.41% | 13 |
|