WKWM
Walter & Keenan Wealth Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
4,957
+131
| +3% | +$22.8K | 0.25% | 82 |
|
|
2025
Q1 | $692K | Sell |
4,826
-3,960
| -45% | -$567K | 0.21% | 93 |
|
|
2024
Q4 | $1.56M | Sell |
8,786
-393
| -4% | -$69.7K | 0.47% | 56 |
|
|
2024
Q3 | $1.49M | Sell |
9,179
-455
| -5% | -$73.6K | 0.45% | 59 |
|
|
2024
Q2 | $1.46M | Sell |
9,634
-321
| -3% | -$48.8K | 0.47% | 59 |
|
|
2024
Q1 | $1.43M | Buy |
9,955
+3
| +0% | +$432 | 0.47% | 57 |
|
|
2023
Q4 | $1.34M | Sell |
9,952
-788
| -7% | -$106K | 0.48% | 56 |
|
|
2023
Q3 | $1.3M | Buy |
10,740
+71
| +0.7% | +$8.59K | 0.51% | 49 |
|
|
2023
Q2 | $1.21M | Sell |
10,669
-1,603
| -13% | -$183K | 0.45% | 60 |
|
|
2023
Q1 | $1.21M | Sell |
12,272
-462
| -4% | -$45.4K | 0.46% | 60 |
|
|
2022
Q4 | $1.28M | Buy |
12,734
+383
| +3% | +$38.4K | 0.5% | 51 |
|
|
2022
Q3 | $1.23M | Sell |
12,351
-4,400
| -26% | -$436K | 0.52% | 51 |
|
|
2022
Q2 | $2.18M | Buy |
16,751
+1,275
| +8% | +$166K | 0.86% | 40 |
|
|
2022
Q1 | $2.2M | Buy |
15,476
+200
| +1% | +$28.4K | 0.74% | 44 |
|
|
2021
Q4 | $2.7M | Buy |
15,276
+70
| +0.5% | +$12.4K | 0.88% | 38 |
|
|
2021
Q3 | $2.2M | Buy |
15,206
+171
| +1% | +$24.7K | 0.75% | 41 |
|
|
2021
Q2 | $2.26M | Buy |
15,035
+235
| +2% | +$35.4K | 0.78% | 40 |
|
|
2021
Q1 | $2.08M | Buy |
14,800
+3,300
| +29% | +$465K | 0.74% | 43 |
|
|
2020
Q4 | $1.6M | Buy |
+11,500
| New | +$1.6M | 0.58% | 52 |
|