Algert Global’s Walker & Dunlop WD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,384
| Closed | -$332K | – | 1610 |
|
2024
Q2 | $332K | Buy |
+3,384
| New | +$332K | 0.01% | 1085 |
|
2022
Q4 | – | Sell |
-2,788
| Closed | -$233K | – | 1307 |
|
2022
Q3 | $233K | Buy |
+2,788
| New | +$233K | 0.01% | 1009 |
|
2022
Q2 | – | Sell |
-23,620
| Closed | -$3.06M | – | 1402 |
|
2022
Q1 | $3.06M | Buy |
23,620
+12,059
| +104% | +$1.56M | 0.2% | 116 |
|
2021
Q4 | $1.74M | Buy |
11,561
+4,014
| +53% | +$606K | 0.22% | 112 |
|
2021
Q3 | $857K | Buy |
+7,547
| New | +$857K | 0.11% | 310 |
|
2021
Q2 | – | Sell |
-11,828
| Closed | -$1.22M | – | 539 |
|
2021
Q1 | $1.22M | Sell |
11,828
-5,130
| -30% | -$527K | 0.39% | 87 |
|
2020
Q4 | $1.56M | Sell |
16,958
-5,150
| -23% | -$474K | 0.44% | 71 |
|
2020
Q3 | $1.17M | Hold |
22,108
| – | – | 0.37% | 102 |
|
2020
Q2 | $1.12M | Sell |
22,108
-4,141
| -16% | -$210K | 0.38% | 87 |
|
2020
Q1 | $1.06M | Buy |
26,249
+2,759
| +12% | +$111K | 0.45% | 67 |
|
2019
Q4 | $1.52M | Buy |
23,490
+10,110
| +76% | +$654K | 0.45% | 83 |
|
2019
Q3 | $748K | Hold |
13,380
| – | – | 0.28% | 118 |
|
2019
Q2 | $712K | Buy |
+13,380
| New | +$712K | 0.26% | 126 |
|
2015
Q4 | – | Sell |
-17,850
| Closed | -$466K | – | 372 |
|
2015
Q3 | $466K | Buy |
17,850
+6,880
| +63% | +$180K | 0.26% | 154 |
|
2015
Q2 | $293K | Buy |
+10,970
| New | +$293K | 0.16% | 219 |
|