AE Wealth Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,426
| Closed | -$243K | – | 1983 |
|
|
2023
Q4 | $243K | Buy |
+2,426
| New | +$243K | ﹤0.01% | 1807 |
|
|
2023
Q1 | – | Sell |
-2,738
| Closed | -$215K | – | 2005 |
|
|
2022
Q4 | $215K | Sell |
2,738
-2,512
| -48% | -$197K | ﹤0.01% | 1640 |
|
|
2022
Q3 | $440K | Sell |
5,250
-1,658
| -24% | -$139K | ﹤0.01% | 1318 |
|
|
2022
Q2 | $665K | Buy |
6,908
+454
| +7% | +$43.7K | 0.01% | 1053 |
|
|
2022
Q1 | $835K | Buy |
6,454
+224
| +4% | +$29K | 0.01% | 980 |
|
|
2021
Q4 | $940K | Buy |
6,230
+742
| +14% | +$112K | 0.01% | 946 |
|
|
2021
Q3 | $623K | Buy |
5,488
+2,059
| +60% | +$234K | 0.01% | 1067 |
|
|
2021
Q2 | $358K | Sell |
3,429
-1,671
| -33% | -$174K | ﹤0.01% | 1270 |
|
|
2021
Q1 | $524K | Buy |
5,100
+1,709
| +50% | +$176K | 0.01% | 1008 |
|
|
2020
Q4 | $312K | Buy |
+3,391
| New | +$312K | ﹤0.01% | 1125 |
|
|
2020
Q3 | – | Sell |
-9,164
| Closed | -$466K | – | 1373 |
|
|
2020
Q2 | $466K | Buy |
+9,164
| New | +$466K | 0.01% | 903 |
|