Independent Advisor Alliance’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 | – | Sell |
-2,895
| Closed | -$247K | – | 934 |
|
|
2025
Q1 | $247K | Sell |
2,895
-570
| -16% | -$48.7K | 0.01% | 710 |
|
|
2024
Q4 | $337K | Sell |
3,465
-328
| -9% | -$31.9K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $431K | Sell |
3,793
-91
| -2% | -$10.3K | 0.02% | 488 |
|
|
2024
Q2 | $381K | Sell |
3,884
-163
| -4% | -$16K | 0.01% | 514 |
|
|
2024
Q1 | $409K | Buy |
4,047
+477
| +13% | +$48.2K | 0.01% | 496 |
|
|
2023
Q4 | $396K | Sell |
3,570
-175
| -5% | -$19.4K | 0.01% | 482 |
|
|
2023
Q3 | $278K | Sell |
3,745
-36
| -1% | -$2.67K | 0.01% | 532 |
|
|
2023
Q2 | $299K | Buy |
+3,781
| New | +$299K | 0.01% | 530 |
|
|
2022
Q2 | – | Sell |
-1,741
| Closed | -$225K | – | 697 |
|
|
2022
Q1 | $225K | Buy |
1,741
+413
| +31% | +$53.4K | 0.01% | 582 |
|
|
2021
Q4 | $200K | Buy |
+1,328
| New | +$200K | 0.01% | 629 |
|