Bogle Investment Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,764
| Closed | -$658K | – | 330 |
|
|
2019
Q3 | $658K | Buy |
11,764
+6,548
| +126% | +$366K | 0.06% | 201 |
|
|
2019
Q2 | $278K | Sell |
5,216
-60,879
| -92% | -$3.24M | 0.02% | 256 |
|
|
2019
Q1 | $3.37M | Buy |
+66,095
| New | +$3.37M | 0.26% | 119 |
|
|
2018
Q3 | – | Sell |
-60,642
| Closed | -$3.38M | – | 339 |
|
|
2018
Q2 | $3.38M | Buy |
60,642
+31,883
| +111% | +$1.77M | 0.24% | 119 |
|
|
2018
Q1 | $1.71M | Buy |
+28,759
| New | +$1.71M | 0.13% | 160 |
|
|
2017
Q4 | – | Sell |
-24,414
| Closed | -$1.28M | – | 363 |
|
|
2017
Q3 | $1.28M | Buy |
24,414
+14,651
| +150% | +$766K | 0.09% | 198 |
|
|
2017
Q2 | $476K | Sell |
9,763
-9,636
| -50% | -$470K | 0.03% | 258 |
|
|
2017
Q1 | $808K | Buy |
+19,399
| New | +$808K | 0.06% | 243 |
|
|
2015
Q3 | – | Sell |
-39,187
| Closed | -$1.05M | – | 440 |
|
|
2015
Q2 | $1.05M | Buy |
+39,187
| New | +$1.05M | 0.08% | 258 |
|