MWM
WD icon

Mascoma Wealth Management’s Walker & Dunlop WD Stock Holding History

Mascoma Wealth Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$2.51K – 520
2025
Q3 		$2.51K Hold
30
– – ﹤0.01% 415
2025
Q2 		$2.11K Hold
30
– – ﹤0.01% 436
2025
Q1 		$2.56K Buy
+30
New +$2.69K ﹤0.01% 444
2023
Q2 		– Sell
-537
Closed -$36.1K – 591
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 +$73.7K 0.02% 224

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DRZID
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RA
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