RPg Family Wealth Advisory’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,111
| Closed | -$319K | – | 357 |
|
|
2021
Q4 | $319K | Sell |
2,111
-1,989
| -49% | -$300K | 0.13% | 94 |
|
|
2021
Q3 | $465K | Sell |
4,100
-1,842
| -31% | -$209K | 0.2% | 83 |
|
|
2021
Q2 | $620K | Buy |
+5,942
| New | +$620K | 0.25% | 67 |
|
|
2020
Q4 | $1.24M | Sell |
13,478
-9,497
| -41% | -$874K | 0.59% | 50 |
|
|
2020
Q3 | $1.22M | Buy |
22,975
+17,650
| +331% | +$935K | 0.64% | 51 |
|
|
2020
Q2 | $271K | Buy |
5,325
+3,550
| +200% | +$180K | 0.17% | 100 |
|
|
2020
Q1 | $71.5K | Buy |
+1,775
| New | +$71.5K | 0.06% | 120 |
|