CIBC Private Wealth Group’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35K | Sell |
62
-1,964
| -97% | -$138K | ﹤0.01% | 2480 |
|
|
2025
Q1 | $150K | Buy |
2,026
+26
| +1% | +$1.92K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $184K | Hold |
2,000
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q3 | $227K | Hold |
2,000
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q2 | $190K | Hold |
2,000
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q1 | $197K | Hold |
2,000
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q4 | $222K | Buy |
+2,000
| New | +$222K | ﹤0.01% | 1036 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$259K | – | 1318 |
|
|
2022
Q1 | $259K | Hold |
2,000
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $302K | Hold |
2,000
| – | – | ﹤0.01% | 875 |
|
|
2021
Q3 | $227K | Hold |
2,000
| – | – | ﹤0.01% | 874 |
|
|
2021
Q2 | $209K | Buy |
+2,000
| New | +$209K | ﹤0.01% | 992 |
|