Rise Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
158
+2
| +1% | +$141 | ﹤0.01% | 931 |
|
|
2025
Q1 | $13.3K | Sell |
156
-28
| -15% | -$2.39K | 0.01% | 782 |
|
|
2024
Q4 | $17.9K | Buy |
184
+1
| +0.5% | +$97 | 0.01% | 735 |
|
|
2024
Q3 | $20.7K | Buy |
183
+2
| +1% | +$227 | 0.01% | 661 |
|
|
2024
Q2 | $17.8K | Buy |
181
+1
| +0.6% | +$98 | 0.01% | 701 |
|
|
2024
Q1 | $18.2K | Buy |
+180
| New | +$18.2K | 0.01% | 705 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$39 | – | 694 |
|
|
2023
Q3 | $39 | Hold |
1
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $41 | Sell |
1
-49
| -98% | -$2.01K | ﹤0.01% | 666 |
|
|
2023
Q1 | $3.78K | Sell |
50
-29
| -37% | -$2.19K | ﹤0.01% | 488 |
|
|
2022
Q4 | $6.22K | Sell |
79
-10
| -11% | -$787 | 0.01% | 416 |
|
|
2022
Q3 | $7K | Hold |
89
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $9K | Buy |
89
+1
| +1% | +$101 | 0.01% | 361 |
|
|
2022
Q1 | $11K | Sell |
88
-15
| -15% | -$1.88K | 0.01% | 318 |
|
|
2021
Q4 | $15.6K | Buy |
+103
| New | +$15.6K | 0.01% | 277 |
|