CX Institutional’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,359
| Closed | -$891K | – | 599 |
|
2022
Q4 | $891K | Buy |
+11,359
| New | +$891K | 0.05% | 292 |
|
2022
Q3 | – | Sell |
-6,544
| Closed | -$630K | – | 1128 |
|
2022
Q2 | $630K | Buy |
+6,544
| New | +$630K | 0.05% | 293 |
|
2019
Q3 | – | Sell |
-31
| Closed | -$2K | – | 955 |
|
2019
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 791 |
|