CAPTRUST Financial Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,317
| Closed | -$257K | – | 2672 |
|
|
2023
Q4 | $257K | Buy |
+2,317
| New | +$257K | ﹤0.01% | 2215 |
|
|
2022
Q3 | – | Sell |
-1,522
| Closed | -$147K | – | 4054 |
|
|
2022
Q2 | $147K | Buy |
1,522
+44
| +3% | +$4.25K | ﹤0.01% | 1915 |
|
|
2022
Q1 | $191K | Buy |
1,478
+910
| +160% | +$118K | ﹤0.01% | 1762 |
|
|
2021
Q4 | $86K | Sell |
568
-36
| -6% | -$5.45K | ﹤0.01% | 2277 |
|
|
2021
Q3 | $69K | Sell |
604
-12
| -2% | -$1.37K | ﹤0.01% | 2362 |
|
|
2021
Q2 | $64K | Sell |
616
-218
| -26% | -$22.6K | ﹤0.01% | 2359 |
|
|
2021
Q1 | $86K | Buy |
834
+282
| +51% | +$29.1K | ﹤0.01% | 2070 |
|
|
2020
Q4 | $51K | Sell |
552
-450
| -45% | -$41.6K | ﹤0.01% | 1822 |
|
|
2020
Q3 | $55K | Buy |
1,002
+516
| +106% | +$28.3K | ﹤0.01% | 1599 |
|
|
2020
Q2 | $24K | Buy |
+486
| New | +$24K | ﹤0.01% | 1874 |
|
|
2019
Q4 | – | Sell |
-506
| Closed | -$28K | – | 1808 |
|
|
2019
Q3 | $28K | Buy |
506
+3
| +0.6% | +$166 | ﹤0.01% | 1200 |
|
|
2019
Q2 | $27K | Buy |
+503
| New | +$27K | ﹤0.01% | 1192 |
|
|
2018
Q3 | – | Sell |
-46
| Closed | -$3K | – | 1722 |
|
|
2018
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1387 |
|