Sageworth Trust’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34
| Closed | -$3K | – | 597 |
|
|
2022
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 332 |
|
|
2022
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $5K | Sell |
34
-116
| -77% | -$17.1K | ﹤0.01% | 413 |
|
|
2021
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 463 |
|