Assured Investment Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-12,598
| Closed | -$641K | – | 836 |
|
2019
Q1 | $641K | Sell |
12,598
-1,841
| -13% | -$93.7K | 0.01% | 488 |
|
2018
Q4 | $624K | Sell |
14,439
-1,926
| -12% | -$83.2K | 0.02% | 566 |
|
2018
Q3 | $865K | Buy |
16,365
+2,899
| +22% | +$153K | 0.02% | 584 |
|
2018
Q2 | $749K | Sell |
13,466
-7,467
| -36% | -$415K | 0.01% | 644 |
|
2018
Q1 | $1.24M | Buy |
+20,933
| New | +$1.24M | 0.03% | 439 |
|