Sage Mountain Advisors’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,386
| Closed | -$204K | – | 550 |
|
|
2025
Q1 | $204K | Buy |
2,386
+6
| +0.3% | +$512 | 0.02% | 375 |
|
|
2024
Q4 | $231K | Buy |
2,380
+190
| +9% | +$18.5K | 0.02% | 348 |
|
|
2024
Q3 | $249K | Hold |
2,190
| – | – | 0.02% | 330 |
|
|
2024
Q2 | $215K | Buy |
2,190
+190
| +10% | +$18.7K | 0.02% | 322 |
|
|
2024
Q1 | $202K | Hold |
2,000
| – | – | 0.02% | 319 |
|
|
2023
Q4 | $222K | Buy |
+2,000
| New | +$222K | 0.03% | 248 |
|