Schubert & Co’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 |
-12
| Closed | -$915 | – | 1499 |
|
|
2023
Q1 | $915 | Buy |
12
+1
| +9% | +$76 | ﹤0.01% | 1225 |
|
|
2022
Q4 | $863 | Sell |
11
-7
| -39% | -$549 | ﹤0.01% | 1231 |
|
|
2022
Q3 | $2K | Buy |
18
+2
| +13% | +$222 | ﹤0.01% | 933 |
|
|
2022
Q2 | $2K | Buy |
16
+7
| +78% | +$875 | ﹤0.01% | 911 |
|
|
2022
Q1 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 970 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 916 |
|