Concord Wealth Partners’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 |
-20
| Closed | -$2.22K | – | 913 |
|
|
2023
Q4 | $2.22K | Hold |
20
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $1.49K | Sell |
20
-17
| -46% | -$1.26K | ﹤0.01% | 910 |
|
|
2023
Q2 | $2.93K | Hold |
37
| – | – | ﹤0.01% | 808 |
|
|
2023
Q1 | $2.82K | Sell |
37
-10
| -21% | -$762 | ﹤0.01% | 765 |
|
|
2022
Q4 | $3.69K | Buy |
+47
| New | +$3.69K | ﹤0.01% | 825 |
|