Kore Private Wealth’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $893K | Hold |
10,670
| – | – | 0.16% | 86 |
|
|
2022
Q2 | $1.03M | Sell |
10,670
-1,960
| -16% | -$189K | 0.16% | 98 |
|
|
2022
Q1 | $1.64M | Hold |
12,630
| – | – | 0.21% | 80 |
|
|
2021
Q4 | $1.91M | Sell |
12,630
-25
| -0.2% | -$3.77K | 0.23% | 77 |
|
|
2021
Q3 | $1.44M | Sell |
12,655
-5,293
| -29% | -$601K | 0.15% | 113 |
|
|
2021
Q2 | $1.87M | Sell |
17,948
-2,208
| -11% | -$230K | 0.21% | 85 |
|
|
2021
Q1 | $2.07M | Buy |
+20,156
| New | +$2.07M | 0.28% | 65 |
|