IFP Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$427 | – | 4120 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$1.46K | – | 3497 |
|
|
2024
Q4 | $1.46K | Buy |
+5
| New | +$1.46K | ﹤0.01% | 3197 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$606 | – | 3356 |
|
|
2024
Q1 | $606 | Buy |
+6
| New | +$606 | ﹤0.01% | 2951 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 4442 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 4511 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 4706 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 3428 |
|
|
2018
Q4 | $2K | Sell |
40
-200
| -83% | -$10K | ﹤0.01% | 3154 |
|
|
2018
Q3 | $13K | Hold |
240
| – | – | ﹤0.01% | 2680 |
|
|
2018
Q2 | $13K | Buy |
240
+40
| +20% | +$2.17K | ﹤0.01% | 2713 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 2803 |
|
|
2017
Q4 | $10K | Sell |
200
-50
| -20% | -$2.5K | ﹤0.01% | 2799 |
|
|
2017
Q3 | $13K | Sell |
250
-12
| -5% | -$624 | ﹤0.01% | 2860 |
|
|
2017
Q2 | $13K | Sell |
262
-24
| -8% | -$1.19K | ﹤0.01% | 2836 |
|
|
2017
Q1 | $12K | Buy |
286
+5
| +2% | +$210 | ﹤0.01% | 2797 |
|
|
2016
Q4 | $9K | Sell |
281
-200
| -42% | -$6.41K | ﹤0.01% | 2963 |
|
|
2016
Q3 | $12K | Sell |
481
-550
| -53% | -$13.7K | ﹤0.01% | 2718 |
|
|
2016
Q2 | $23K | Buy |
+1,031
| New | +$23K | ﹤0.01% | 2257 |
|
|
2016
Q1 | – | Sell |
-1,031
| Closed | -$30K | – | 3459 |
|
|
2015
Q4 | $30K | Buy |
+1,031
| New | +$30K | ﹤0.01% | 1914 |
|