Beacon Pointe Advisors’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,737
| Closed | -$662K | – | 1287 |
|
|
2024
Q2 | $662K | Sell |
6,737
-544
| -7% | -$53.4K | 0.01% | 771 |
|
|
2024
Q1 | $736K | Buy |
7,281
+1,013
| +16% | +$102K | 0.01% | 775 |
|
|
2023
Q4 | $696K | Buy |
6,268
+2,253
| +56% | +$250K | 0.01% | 770 |
|
|
2023
Q3 | $298K | Buy |
+4,015
| New | +$298K | ﹤0.01% | 1061 |
|