NewEdge Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$2.23K | – | 3900 |
|
|
2023
Q3 | $2.23K | Hold |
30
| – | – | ﹤0.01% | 3022 |
|
|
2023
Q2 | $2.37K | Hold |
30
| – | – | ﹤0.01% | 3043 |
|
|
2023
Q1 | $2.29K | Sell |
30
-415
| -93% | -$31.6K | ﹤0.01% | 3000 |
|
|
2022
Q4 | $32.6K | Buy |
+445
| New | +$32.6K | ﹤0.01% | 1913 |
|
|
2022
Q1 | – | Sell |
-3,931
| Closed | -$593K | – | 1645 |
|
|
2021
Q4 | $593K | Buy |
+3,931
| New | +$593K | 0.01% | 991 |
|
|
2021
Q1 | – | Sell |
-3,164
| Closed | -$291K | – | 1119 |
|
|
2020
Q4 | $291K | Buy |
+3,164
| New | +$291K | 0.01% | 773 |
|