Meristem Family 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
Q1 | $638K | Hold |
4,932
| – | – | 0.07% | 163 |
|
|
2021
Q4 | $744K | Hold |
4,932
| – | – | 0.06% | 173 |
|
|
2021
Q3 | $560K | Hold |
4,932
| – | – | 0.05% | 208 |
|
|
2021
Q2 | $515K | Buy |
4,932
+1,237
| +33% | +$129K | 0.08% | 166 |
|
|
2021
Q1 | $380K | Hold |
3,695
| – | – | 0.08% | 155 |
|
|
2020
Q4 | $340K | Buy |
+3,695
| New | +$340K | 0.07% | 159 |
|