Bell Investment Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$513 | – | 1981 |
|
|
2025
Q1 | $513 | Hold |
6
| – | – | ﹤0.01% | 1742 |
|
|
2024
Q4 | $584 | Hold |
6
| – | – | ﹤0.01% | 1723 |
|
|
2024
Q3 | $682 | Hold |
6
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q2 | $590 | Hold |
6
| – | – | ﹤0.01% | 1751 |
|
|
2024
Q1 | $607 | Hold |
6
| – | – | ﹤0.01% | 1751 |
|
|
2023
Q4 | $667 | Hold |
6
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q3 | $446 | Hold |
6
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q2 | $475 | Hold |
6
| – | – | ﹤0.01% | 1871 |
|
|
2023
Q1 | $458 | Sell |
6
-23
| -79% | -$1.76K | ﹤0.01% | 1865 |
|
|
2022
Q4 | $2.28K | Buy |
29
+24
| +480% | +$1.88K | ﹤0.01% | 1220 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1978 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1843 |
|