Monarch Partners Asset Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-25,154
| Closed | -$3.26M | – | 183 |
|
2022
Q1 | $3.26M | Buy |
25,154
+1,633
| +7% | +$211K | 0.73% | 56 |
|
2021
Q4 | $3.55M | Buy |
+23,521
| New | +$3.55M | 0.72% | 54 |
|
2015
Q4 | – | Sell |
-12,000
| Closed | -$313K | – | 184 |
|
2015
Q3 | $313K | Buy |
12,000
+2,700
| +29% | +$70.4K | 0.04% | 136 |
|
2015
Q2 | $249K | Buy |
+9,300
| New | +$249K | 0.03% | 148 |
|
2014
Q1 | – | Sell |
-60,331
| Closed | -$976K | – | 140 |
|
2013
Q4 | $976K | Buy |
+60,331
| New | +$976K | 0.36% | 112 |
|