Disciplined Investments’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$475 | – | 1538 |
|
|
2023
Q2 | $475 | Buy |
6
+1
| +20% | +$79 | ﹤0.01% | 1247 |
|
|
2023
Q1 | $381 | Buy |
5
+1
| +25% | +$76 | ﹤0.01% | 1324 |
|
|
2022
Q4 | $314 | Sell |
4
-5
| -56% | -$393 | ﹤0.01% | 1327 |
|
|
2022
Q3 | $1K | Buy |
9
+7
| +350% | +$778 | ﹤0.01% | 1128 |
|
|
2022
Q2 | $0 | Sell |
2
-7
| -78% | – | ﹤0.01% | 1655 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1229 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | -$1K | – | 447 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 380 |
|