A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Digital Realty Trust, Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,722 shares of DLR stock, worth $303,072. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,708 0.82%
Holding current value
$303,072
Previous $246,000 6.1%
% of portfolio
0.12%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$135.75 - $152.05 $1,900 - $2,128
14 Added 0.82%
1,722 $261,000
Q1 2024

May 13, 2024

BUY
$130.83 - $153.71 $3,924 - $4,611
30 Added 1.79%
1,708 $246,000
Q3 2023

Nov 14, 2023

BUY
$113.8 - $132.11 $190,956 - $221,680
1,678 New
1,678 $203,000
Q2 2022

Aug 09, 2022

BUY
$124.57 - $152.67 $1,743 - $2,137
14 Added 0.89%
1,583 $206,000
Q1 2022

May 13, 2022

BUY
$132.23 - $175.09 $3,305 - $4,377
25 Added 1.62%
1,569 $222,000
Q3 2021

Nov 15, 2021

SELL
$144.45 - $168.0 $3,177 - $3,696
-22 Reduced 1.4%
1,544 $223,000
Q2 2021

Aug 16, 2021

BUY
$141.26 - $163.94 $1,553 - $1,803
11 Added 0.71%
1,566 $236,000
Q1 2021

May 17, 2021

BUY
$125.66 - $149.17 $2,638 - $3,132
21 Added 1.37%
1,555 $219,000
Q4 2020

Feb 19, 2021

BUY
$128.09 - $159.06 $192,135 - $238,590
1,500 Added 4411.76%
1,534 $214,000
Q2 2020

Aug 18, 2020

SELL
$130.75 - $154.23 $5.04 Million - $5.95 Million
-38,562 Reduced 99.91%
34 $5,000
Q1 2020

May 15, 2020

SELL
$107.9 - $143.34 $92,038 - $122,269
-853 Reduced 2.16%
38,596 $5.36 Million
Q4 2019

May 15, 2020

BUY
$113.71 - $135.74 $4.49 Million - $5.35 Million
39,449 New
39,449 $4.72 Million

Others Institutions Holding DLR

About DIGITAL REALTY TRUST, INC.


  • Ticker DLR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 287,508,992
  • Market Cap $50.6B
  • Description
  • Digital Realty supports the world's leading enterprises and service providers by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITALR, the company's global data center platform, provides customers a trusted foundation and proven Pervasive Datacenter Architecture PDxTM solution methodology for sc...
More about DLR
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.