AO
Advisor OS’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,320
| Closed | -$945K | – | 454 |
|
|
2024
Q3 | $945K | Sell |
8,320
-1,620
| -16% | -$184K | 0.09% | 160 |
|
|
2024
Q2 | $976K | Buy |
9,940
+89
| +0.9% | +$8.74K | 0.11% | 165 |
|
|
2024
Q1 | $996K | Sell |
9,851
-871
| -8% | -$88K | 0.11% | 162 |
|
|
2023
Q4 | $1.19M | Sell |
10,722
-8,414
| -44% | -$934K | 0.15% | 123 |
|
|
2023
Q3 | $1.42M | Buy |
19,136
+10,264
| +116% | +$762K | 0.21% | 90 |
|
|
2023
Q2 | $702K | Buy |
+8,872
| New | +$702K | 0.11% | 171 |
|