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Asset Dedication LLC’s Walker & Dunlop WD Stock Holding History

Asset Dedication LLC’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61K Hold
865
– – ﹤0.01% 489
2025
Q1 		$73.8K Sell
865
-96
-10% -$8.2K 0.01% 416
2024
Q4 		$93.4K Hold
961
– – 0.01% 381
2024
Q3 		$109K Hold
961
– – 0.01% 401
2024
Q2 		$94.4K Buy
+961
New +$94.4K 0.01% 411