MWM
Mascoma Wealth Management’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11K | Hold |
30
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $2.56K | Buy |
+30
| New | +$2.56K | ﹤0.01% | 444 |
|
|
2023
Q2 | – | Sell |
-537
| Closed | -$36.1K | – | 681 |
|
|
2023
Q1 | $36.1K | Hold |
537
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $42.1K | Hold |
537
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $45K | Hold |
537
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $52K | Hold |
537
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $69K | Buy |
+537
| New | +$69K | 0.02% | 224 |
|