LS Investment Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,023
| Closed | -$208K | – | 721 |
|
2021
Q1 | $208K | Buy |
+2,023
| New | +$208K | 0.01% | 756 |
|
2020
Q3 | – | Sell |
-3,001
| Closed | -$152K | – | 1462 |
|
2020
Q2 | $152K | Hold |
3,001
| – | – | 0.01% | 839 |
|
2020
Q1 | $121K | Hold |
3,001
| – | – | 0.01% | 833 |
|
2019
Q4 | $194K | Buy |
3,001
+2,152
| +253% | +$139K | 0.01% | 831 |
|
2019
Q3 | $47K | Hold |
849
| – | – | ﹤0.01% | 1321 |
|
2019
Q2 | $45K | Hold |
849
| – | – | ﹤0.01% | 1339 |
|
2019
Q1 | $43K | Buy |
849
+27
| +3% | +$1.37K | ﹤0.01% | 1335 |
|
2018
Q4 | $36K | Sell |
822
-3,036
| -79% | -$133K | ﹤0.01% | 1359 |
|
2018
Q3 | $204K | Sell |
3,858
-890
| -19% | -$47.1K | 0.01% | 841 |
|
2018
Q2 | $264K | Buy |
4,748
+28
| +0.6% | +$1.56K | 0.02% | 755 |
|
2018
Q1 | $280K | Sell |
4,720
-146
| -3% | -$8.66K | 0.02% | 714 |
|
2017
Q4 | $231K | Buy |
4,866
+782
| +19% | +$37.1K | 0.01% | 823 |
|
2017
Q3 | $214K | Buy |
4,084
+919
| +29% | +$48.2K | 0.01% | 898 |
|
2017
Q2 | $155K | Buy |
3,165
+47
| +2% | +$2.3K | 0.01% | 987 |
|
2017
Q1 | $130K | Buy |
3,118
+2,175
| +231% | +$90.7K | 0.01% | 1028 |
|
2016
Q4 | $29K | Hold |
943
| – | – | ﹤0.01% | 1459 |
|
2016
Q3 | $24K | Hold |
943
| – | – | ﹤0.01% | 1466 |
|
2016
Q2 | $21K | Buy |
943
+73
| +8% | +$1.63K | ﹤0.01% | 1486 |
|
2016
Q1 | $21K | Hold |
870
| – | – | ﹤0.01% | 1459 |
|
2015
Q4 | $25K | Hold |
870
| – | – | ﹤0.01% | 1415 |
|
2015
Q3 | $23K | Hold |
870
| – | – | ﹤0.01% | 1442 |
|
2015
Q2 | $23K | Buy |
+870
| New | +$23K | ﹤0.01% | 1479 |
|