RPg Family Wealth Advisory’s Walker & Dunlop WD Stock Holding History

RPg Family Wealth Advisory’s Portfolio WD Stock Details WD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$893K	Buy
2022 Q1	–	Sell
2021 Q4	$319K	Sell
2021 Q3	$465K	Sell
2021 Q2	$620K	Buy
2020 Q4	$1.24M	Sell
2020 Q3	$1.22M	Buy
2020 Q2	$271K	Buy
2020 Q1	$71.5K	Buy