Beck Mack & Oliver’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,452
| Closed | -$1.45M | – | 172 |
|
|
2022
Q4 | $1.45M | Sell |
18,452
-1,305
| -7% | -$102K | 0.04% | 93 |
|
|
2022
Q3 | $1.65M | Sell |
19,757
-1,500
| -7% | -$126K | 0.05% | 89 |
|
|
2022
Q2 | $2.05M | Sell |
21,257
-825
| -4% | -$79.5K | 0.06% | 87 |
|
|
2022
Q1 | $2.86M | Hold |
22,082
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $3.33M | Sell |
22,082
-1,850
| -8% | -$279K | 0.08% | 76 |
|
|
2021
Q3 | $2.72M | Hold |
23,932
| – | – | 0.07% | 75 |
|
|
2021
Q2 | $2.5M | Hold |
23,932
| – | – | 0.07% | 77 |
|
|
2021
Q1 | $2.46M | Buy |
23,932
+1,200
| +5% | +$123K | 0.08% | 76 |
|
|
2020
Q4 | $2.09M | Buy |
22,732
+7,182
| +46% | +$661K | 0.07% | 83 |
|
|
2020
Q3 | $824K | Buy |
+15,550
| New | +$824K | 0.03% | 116 |
|