Bowling Portfolio Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,660
| Closed | -$300K | – | 365 |
|
|
2020
Q3 | $300K | Sell |
5,660
-9,665
| -63% | -$512K | 0.07% | 266 |
|
|
2020
Q2 | $779K | Sell |
15,325
-2,395
| -14% | -$122K | 0.17% | 164 |
|
|
2020
Q1 | $714K | Sell |
17,720
-3,014
| -15% | -$121K | 0.18% | 169 |
|
|
2019
Q4 | $1.34M | Sell |
20,734
-8,792
| -30% | -$569K | 0.23% | 128 |
|
|
2019
Q3 | $1.65M | Sell |
29,526
-2,982
| -9% | -$167K | 0.28% | 111 |
|
|
2019
Q2 | $1.73M | Buy |
32,508
+158
| +0.5% | +$8.41K | 0.28% | 112 |
|
|
2019
Q1 | $1.65M | Sell |
32,350
-81
| -0.2% | -$4.12K | 0.26% | 127 |
|
|
2018
Q4 | $1.4M | Sell |
32,431
-1,222
| -4% | -$52.9K | 0.25% | 133 |
|
|
2018
Q3 | $1.78M | Buy |
33,653
+11,370
| +51% | +$601K | 0.25% | 136 |
|
|
2018
Q2 | $1.24M | Buy |
22,283
+5,314
| +31% | +$296K | 0.17% | 211 |
|
|
2018
Q1 | $1.01M | Sell |
16,969
-18,082
| -52% | -$1.07M | 0.14% | 238 |
|
|
2017
Q4 | $1.67M | Buy |
+35,051
| New | +$1.67M | 0.22% | 163 |
|
|
2017
Q3 | – | Sell |
-27,659
| Closed | -$1.35M | – | 422 |
|
|
2017
Q2 | $1.35M | Buy |
+27,659
| New | +$1.35M | 0.2% | 154 |
|