OAM
Oberweis Asset Management’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,686
| Closed | -$310K | – | 181 |
|
|
2020
Q1 | $310K | Sell |
7,686
-1,300
| -14% | -$52.4K | 0.17% | 126 |
|
|
2019
Q4 | $581K | Sell |
8,986
-1,300
| -13% | -$84.1K | 0.19% | 133 |
|
|
2019
Q3 | $575K | Hold |
10,286
| – | – | 0.13% | 134 |
|
|
2019
Q2 | $547K | Buy |
10,286
+300
| +3% | +$16K | 0.1% | 137 |
|
|
2019
Q1 | $508K | Buy |
+9,986
| New | +$508K | 0.1% | 139 |
|
|
2018
Q4 | – | Sell |
-6,286
| Closed | -$332K | – | 220 |
|
|
2018
Q3 | $332K | Hold |
6,286
| – | – | 0.06% | 179 |
|
|
2018
Q2 | $350K | Sell |
6,286
-13,480
| -68% | -$751K | 0.09% | 185 |
|
|
2018
Q1 | $1.17M | Buy |
19,766
+11,966
| +153% | +$711K | 0.31% | 75 |
|
|
2017
Q4 | $371K | Sell |
7,800
-1,200
| -13% | -$57.1K | 0.09% | 189 |
|
|
2017
Q3 | $471K | Sell |
9,000
-1,500
| -14% | -$78.5K | 0.13% | 116 |
|
|
2017
Q2 | $513K | Sell |
10,500
-1,100
| -9% | -$53.7K | 0.14% | 106 |
|
|
2017
Q1 | $484K | Buy |
+11,600
| New | +$484K | 0.14% | 103 |
|
|
2016
Q1 | – | Sell |
-121,640
| Closed | -$3.5M | – | 197 |
|
|
2015
Q4 | $3.5M | Buy |
+121,640
| New | +$3.5M | 0.98% | 33 |
|