First Foundation 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
Q2 | – | Sell |
-6,604
| Closed | -$855K | – | 458 |
|
|
2022
Q1 | $855K | Buy |
6,604
+134
| +2% | +$17.3K | 0.03% | 202 |
|
|
2021
Q4 | $976K | Hold |
6,470
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $734K | Buy |
6,470
+178
| +3% | +$20.2K | 0.03% | 226 |
|
|
2021
Q2 | $657K | Buy |
6,292
+180
| +3% | +$18.8K | 0.03% | 251 |
|
|
2021
Q1 | $628K | Buy |
6,112
+1,192
| +24% | +$122K | 0.03% | 243 |
|
|
2020
Q4 | $453K | Buy |
+4,920
| New | +$453K | 0.02% | 270 |
|