Baldwin Wealth Partners’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-750
| Closed | -$63K | – | 832 |
|
|
2022
Q3 | $63K | Hold |
750
| – | – | 0.01% | 301 |
|
|
2022
Q2 | $72K | Buy |
750
+150
| +25% | +$14.4K | 0.01% | 296 |
|
|
2022
Q1 | $78K | Buy |
600
+300
| +100% | +$39K | 0.01% | 314 |
|
|
2021
Q4 | $45K | Hold |
300
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $34K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $31K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $31K | Buy |
+300
| New | +$31K | ﹤0.01% | 405 |
|