One Wealth Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-223
| Closed | -$11K | – | 488 |
|
|
2019
Q1 | $11K | Buy |
+223
| New | +$11K | 0.01% | 313 |
|
|
2018
Q4 | – | Sell |
-1,110
| Closed | -$59K | – | 471 |
|
|
2018
Q3 | $59K | Sell |
1,110
-37
| -3% | -$1.97K | 0.05% | 257 |
|
|
2018
Q2 | $64K | Hold |
1,147
| – | – | 0.05% | 246 |
|
|
2018
Q1 | $68K | Buy |
1,147
+371
| +48% | +$22K | 0.06% | 226 |
|
|
2017
Q4 | $37K | Buy |
+776
| New | +$37K | 0.03% | 296 |
|