ALPS Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,122
| Closed | -$326K | – | 1036 |
|
|
2021
Q2 | $326K | Hold |
3,122
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $321K | Buy |
+3,122
| New | +$321K | ﹤0.01% | 775 |
|
|
2019
Q1 | – | Sell |
-24,969
| Closed | -$1.08M | – | 1019 |
|
|
2018
Q4 | $1.08M | Buy |
24,969
+15,953
| +177% | +$690K | 0.01% | 292 |
|
|
2018
Q3 | $477K | Sell |
9,016
-10,248
| -53% | -$542K | ﹤0.01% | 722 |
|
|
2018
Q2 | $1.07M | Buy |
19,264
+10,035
| +109% | +$558K | 0.01% | 322 |
|
|
2018
Q1 | $548K | Sell |
9,229
-716
| -7% | -$42.5K | ﹤0.01% | 463 |
|
|
2017
Q4 | $472K | Hold |
9,945
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $520K | Sell |
9,945
-1,734
| -15% | -$90.7K | ﹤0.01% | 426 |
|
|
2017
Q2 | $570K | Buy |
11,679
+30
| +0.3% | +$1.46K | ﹤0.01% | 388 |
|
|
2017
Q1 | $486K | Sell |
11,649
-4,839
| -29% | -$202K | ﹤0.01% | 494 |
|
|
2016
Q4 | $514K | Buy |
16,488
+155
| +0.9% | +$4.83K | ﹤0.01% | 377 |
|
|
2016
Q3 | $413K | Sell |
16,333
-624
| -4% | -$15.8K | ﹤0.01% | 546 |
|
|
2016
Q2 | $386K | Sell |
16,957
-1,248
| -7% | -$28.4K | ﹤0.01% | 493 |
|
|
2016
Q1 | $442K | Sell |
18,205
-2,667
| -13% | -$64.8K | ﹤0.01% | 409 |
|
|
2015
Q4 | $601K | Hold |
20,872
| – | – | 0.01% | 274 |
|
|
2015
Q3 | $5.44K | Buy |
+20,872
| New | +$5.44K | 0.01% | 269 |
|