Raymond James Financial Services 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
Q2 | – | Sell |
-2,987
| Closed | -$227K | – | 3357 |
|
|
2023
Q1 | $227K | Sell |
2,987
-541
| -15% | -$41.2K | ﹤0.01% | 2818 |
|
|
2022
Q4 | $277K | Sell |
3,528
-1,517
| -30% | -$119K | ﹤0.01% | 2639 |
|
|
2022
Q3 | $422K | Sell |
5,045
-5,179
| -51% | -$433K | ﹤0.01% | 2353 |
|
|
2022
Q2 | $985K | Sell |
10,224
-5,577
| -35% | -$537K | ﹤0.01% | 1836 |
|
|
2022
Q1 | $2.05M | Buy |
15,801
+294
| +2% | +$38.1K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $2.34M | Buy |
15,507
+4,837
| +45% | +$730K | ﹤0.01% | 1431 |
|
|
2021
Q3 | $1.21M | Sell |
10,670
-475
| -4% | -$53.9K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $1.16M | Buy |
11,145
+3,249
| +41% | +$339K | ﹤0.01% | 1853 |
|
|
2021
Q1 | $811K | Sell |
7,896
-264
| -3% | -$27.1K | ﹤0.01% | 1988 |
|
|
2020
Q4 | $751K | Buy |
+8,160
| New | +$751K | ﹤0.01% | 1896 |
|