Ellsworth Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,692
| Closed | -$225K | – | 178 |
|
|
2022
Q3 | $225K | Sell |
2,692
-10
| -0.4% | -$836 | 0.1% | 134 |
|
|
2022
Q2 | $260K | Hold |
2,702
| – | – | 0.11% | 120 |
|
|
2022
Q1 | $357K | Hold |
2,702
| – | – | 0.13% | 116 |
|
|
2021
Q4 | $408K | Hold |
2,702
| – | – | 0.15% | 117 |
|
|
2021
Q3 | $307K | Buy |
+2,702
| New | +$307K | 0.14% | 118 |
|