Orion Portfolio Solutions’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,590
| Closed | -$252K | – | 1984 |
|
|
2024
Q4 | $252K | Sell |
2,590
-545
| -17% | -$53K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $356K | Buy |
+3,135
| New | +$356K | ﹤0.01% | 1453 |
|
|
2024
Q2 | – | Sell |
-2,341
| Closed | -$237K | – | 1811 |
|
|
2024
Q1 | $237K | Sell |
2,341
-492
| -17% | -$49.7K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $284K | Buy |
+2,833
| New | +$284K | ﹤0.01% | 1427 |
|
|
2023
Q2 | – | Sell |
-2,653
| Closed | -$202K | – | 1684 |
|
|
2023
Q1 | $202K | Buy |
+2,653
| New | +$202K | ﹤0.01% | 1502 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 2035 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2100 |
|