FinTrust Capital Advisors’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 |
-925
| Closed | -$72.6K | – | 1340 |
|
|
2023
Q2 | $72.6K | Hold |
925
| – | – | 0.02% | 389 |
|
|
2023
Q1 | $72.6K | Hold |
925
| – | – | 0.02% | 389 |
|
|
2022
Q4 | $72.6K | Sell |
925
-880
| -49% | -$69.1K | 0.02% | 390 |
|
|
2022
Q3 | $160K | Hold |
1,805
| – | – | 0.04% | 293 |
|
|
2022
Q2 | $190K | Hold |
1,805
| – | – | 0.05% | 272 |
|
|
2022
Q1 | $234K | Hold |
1,805
| – | – | 0.05% | 256 |
|
|
2021
Q4 | $272K | Hold |
1,805
| – | – | 0.07% | 245 |
|
|
2021
Q3 | $205K | Hold |
1,805
| – | – | 0.05% | 263 |
|
|
2021
Q2 | $188K | Hold |
1,805
| – | – | 0.05% | 290 |
|
|
2021
Q1 | $185K | Buy |
1,805
+880
| +95% | +$90.2K | 0.05% | 276 |
|
|
2020
Q4 | $85K | Hold |
925
| – | – | 0.03% | 406 |
|
|
2020
Q3 | $49 | Buy |
+925
| New | +$49 | 0.01% | 492 |
|