Sageworth Trust Company of South Dakota’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$2.21K | – | 207 |
|
|
2023
Q1 | $2.21K | Hold |
29
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 218 |
|
|
2022
Q3 | $2K | Sell |
29
-20
| -41% | -$1.38K | ﹤0.01% | 203 |
|
|
2022
Q2 | $5K | Sell |
49
-62
| -56% | -$6.33K | 0.01% | 236 |
|
|
2022
Q1 | $14K | Hold |
111
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $17K | Buy |
+111
| New | +$17K | 0.03% | 257 |
|