Atria Wealth Solutions’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,964
| Closed | -$291K | – | 2030 |
|
|
2024
Q2 | $291K | Sell |
2,964
-67
| -2% | -$6.58K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $306K | Sell |
3,031
-1,597
| -35% | -$161K | ﹤0.01% | 1539 |
|
|
2023
Q4 | $514K | Buy |
4,628
+1,758
| +61% | +$195K | 0.01% | 1180 |
|
|
2023
Q3 | $213K | Sell |
2,870
-172
| -6% | -$12.8K | ﹤0.01% | 1651 |
|
|
2023
Q2 | $241K | Sell |
3,042
-176
| -5% | -$13.9K | ﹤0.01% | 1572 |
|
|
2023
Q1 | $245K | Buy |
3,218
+95
| +3% | +$7.24K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $245K | Sell |
3,123
-88
| -3% | -$6.91K | ﹤0.01% | 1471 |
|
|
2022
Q3 | $269K | Buy |
+3,211
| New | +$269K | ﹤0.01% | 1355 |
|
|
2022
Q2 | – | Sell |
-4,119
| Closed | -$533K | – | 1871 |
|
|
2022
Q1 | $533K | Buy |
+4,119
| New | +$533K | 0.01% | 1036 |
|