J.P. Morgan Private Wealth Advisors’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,525
| Closed | -$630K | – | 2008 |
|
|
2022
Q3 | $630K | Buy |
7,525
+283
| +4% | +$23.7K | ﹤0.01% | 1362 |
|
|
2022
Q2 | $698K | Sell |
7,242
-14,862
| -67% | -$1.43M | ﹤0.01% | 1312 |
|
|
2022
Q1 | $2.86M | Buy |
22,104
+589
| +3% | +$76.2K | 0.01% | 789 |
|
|
2021
Q4 | $3.25M | Buy |
21,515
+348
| +2% | +$52.5K | 0.01% | 740 |
|
|
2021
Q3 | $2.4M | Buy |
21,167
+1,417
| +7% | +$161K | 0.01% | 829 |
|
|
2021
Q2 | $2.06M | Buy |
+19,750
| New | +$2.06M | 0.01% | 868 |
|
|
2015
Q2 | – | Sell |
-10,800
| Closed | -$191K | – | 1144 |
|
|
2015
Q1 | $191K | Buy |
+10,800
| New | +$191K | ﹤0.01% | 1048 |
|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$141K | – | 1103 |
|
|
2014
Q2 | $141K | Sell |
10,000
-1,930
| -16% | -$27.2K | ﹤0.01% | 852 |
|
|
2014
Q1 | $196K | Buy |
11,930
+1,930
| +19% | +$31.7K | ﹤0.01% | 815 |
|
|
2013
Q4 | $162K | Buy |
+10,000
| New | +$162K | ﹤0.01% | 630 |
|