Rothschild Investment LLC’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 | $3.88K | Buy |
55
+20
| +57% | +$1.41K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $2.99K | Sell |
35
-5
| -13% | -$427 | ﹤0.01% | 1678 |
|
|
2024
Q4 | $3.89K | Buy |
40
+10
| +33% | +$972 | ﹤0.01% | 1442 |
|
|
2024
Q3 | $3.41K | Buy |
30
+15
| +100% | +$1.7K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $1.47K | Buy |
15
+10
| +200% | +$982 | ﹤0.01% | 1490 |
|
|
2024
Q1 | $505 | Buy |
+5
| New | +$505 | ﹤0.01% | 1356 |
|