Berman Capital Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-49
| Closed | -$1K | – | 1863 |
|
|
2020
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q3 | $2K | Buy |
49
+33
| +206% | +$1.35K | ﹤0.01% | 1238 |
|
|
2019
Q2 | $0 | Sell |
16
-47
| -75% | – | ﹤0.01% | 1592 |
|
|
2019
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 1034 |
|