Lee Financial’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,183
| Closed | -$131K | – | 816 |
|
|
2023
Q4 | $131K | Hold |
1,183
| – | – | 0.02% | 160 |
|
|
2023
Q3 | $87.8K | Hold |
1,183
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $93.6K | Hold |
1,183
| – | – | 0.02% | 170 |
|
|
2023
Q1 | $90.1K | Hold |
1,183
| – | – | 0.02% | 180 |
|
|
2022
Q4 | $92.8K | Hold |
1,183
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $99K | Hold |
1,183
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $114K | Hold |
1,183
| – | – | 0.02% | 179 |
|
|
2022
Q1 | $153K | Hold |
1,183
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $178K | Hold |
1,183
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $134K | Hold |
1,183
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $123K | Hold |
1,183
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $122K | Buy |
+1,183
| New | +$122K | 0.03% | 162 |
|
|
2020
Q4 | – | Sell |
-980
| Closed | -$52K | – | 553 |
|
|
2020
Q3 | $52K | Hold |
980
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $50K | Buy |
+980
| New | +$50K | 0.01% | 209 |
|