Clearstead Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$1.43K | – | 2891 |
|
|
2025
Q1 | $1.43K | Hold |
17
| – | – | ﹤0.01% | 1944 |
|
|
2024
Q4 | $1.62K | Hold |
17
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q3 | $1.88K | Buy |
17
+1
| +6% | +$110 | ﹤0.01% | 1845 |
|
|
2024
Q2 | $1.61K | Hold |
16
| – | – | ﹤0.01% | 1840 |
|
|
2024
Q1 | $1.6K | Hold |
16
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q4 | $1.8K | Sell |
16
-16
| -50% | -$1.8K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $2.39K | Buy |
32
+16
| +100% | +$1.19K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $1.26K | Hold |
16
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q1 | $1.21K | Hold |
16
| – | – | ﹤0.01% | 1207 |
|
|
2022
Q4 | $1.23K | Hold |
16
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q3 | $1K | Buy |
16
+1
| +7% | +$63 | ﹤0.01% | 1211 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1137 |
|
|
2021
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 984 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 963 |
|