Cavalier Investments’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,100
| Closed | -$630K | – | 180 |
|
|
2017
Q2 | $630K | Hold |
15,100
| – | – | 0.35% | 66 |
|
|
2017
Q1 | $630K | Buy |
+15,100
| New | +$630K | 0.35% | 67 |
|
|
2016
Q2 | – | Sell |
-12,700
| Closed | -$308K | – | 137 |
|
|
2016
Q1 | $308K | Hold |
12,700
| – | – | 0.18% | 78 |
|
|
2015
Q4 | $366K | Hold |
12,700
| – | – | 0.22% | 74 |
|
|
2015
Q3 | $331K | Buy |
+12,700
| New | +$331K | 0.28% | 42 |
|