Focused Wealth Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-200
| Closed | -$21K | – | 1028 |
|
2021
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
2021
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 483 |
|
2020
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
2020
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
2020
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 470 |
|