AWM
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Atticus Wealth Management’s Walker & Dunlop WD Stock Holding History

Atticus Wealth Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,200
Closed -$94.2K – 586
2022
Q4 		$94.2K Hold
1,200
– – 0.04% 184
2022
Q3 		$116K Hold
1,200
– – 0.06% 154
2022
Q2 		$116K Hold
1,200
– – 0.05% 171
2022
Q1 		$155K Buy
+1,200
New +$155K 0.06% 163