EverSource Wealth Advisors’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
186
+94
| +102% | +$6.63K | ﹤0.01% | 2612 |
|
|
2025
Q1 | $7.85K | Buy |
92
+18
| +24% | +$1.54K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $7.19K | Sell |
74
-136
| -65% | -$13.2K | ﹤0.01% | 2165 |
|
|
2024
Q3 | $23.9K | Sell |
210
-5
| -2% | -$568 | ﹤0.01% | 1403 |
|
|
2024
Q2 | $23K | Buy |
215
+24
| +13% | +$2.57K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $17.5K | Sell |
191
-35
| -15% | -$3.21K | ﹤0.01% | 1425 |
|
|
2023
Q4 | $25.1K | Sell |
226
-50
| -18% | -$5.55K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $20.5K | Hold |
276
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q2 | $21.8K | Buy |
276
+206
| +294% | +$16.3K | ﹤0.01% | 1123 |
|
|
2023
Q1 | $5.33K | Buy |
+70
| New | +$5.33K | ﹤0.01% | 1623 |
|