Next Financial Group’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $432K | Sell |
2,866
-402
| -12% | -$60.6K | 0.03% | 610 |
|
|
2021
Q3 | $371K | Buy |
3,268
+18
| +0.6% | +$2.04K | 0.03% | 592 |
|
|
2021
Q2 | $340K | Sell |
3,250
-819
| -20% | -$85.7K | 0.03% | 612 |
|
|
2021
Q1 | $418K | Buy |
4,069
+1,494
| +58% | +$153K | 0.04% | 487 |
|
|
2020
Q4 | $237K | Buy |
2,575
+2,264
| +728% | +$208K | 0.02% | 654 |
|
|
2020
Q3 | $16K | Buy |
+311
| New | +$16K | ﹤0.01% | 1499 |
|
|
2019
Q4 | – | Sell |
-37
| Closed | -$2K | – | 2547 |
|
|
2019
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2157 |
|
|
2019
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 2160 |
|
|
2019
Q1 | – | Sell |
-109
| Closed | -$5K | – | 2138 |
|
|
2018
Q4 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-597
| Closed | -$29K | – | 1976 |
|
|
2017
Q2 | $29K | Hold |
597
| – | – | 0.01% | 954 |
|
|
2017
Q1 | $27K | Sell |
597
-9,567
| -94% | -$433K | 0.01% | 945 |
|
|
2016
Q4 | $317K | Buy |
10,164
+848
| +9% | +$26.4K | 0.06% | 345 |
|
|
2016
Q3 | $235K | Buy |
9,316
+8,719
| +1,460% | +$220K | 0.04% | 418 |
|
|
2016
Q2 | $13K | Hold |
597
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q1 | $14K | Hold |
597
| – | – | ﹤0.01% | 1061 |
|
|
2015
Q4 | $17K | Buy |
+597
| New | +$17K | 0.01% | 994 |
|
|
2014
Q4 | – | Sell |
-3,431
| Closed | -$46K | – | 2383 |
|
|
2014
Q3 | $46K | Buy |
+3,431
| New | +$46K | 0.01% | 990 |
|