SlateStone Wealth’s Walker & Dunlop WD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,332	Closed	-$259K	–	290
2023 Q4	$259K	Sell	2,332 -4,048	-63%	-$450K	0.03%	210
2023 Q3	$474K	Buy	6,380 +172	+3%	+$12.8K	0.07%	158
2023 Q2	$491K	Buy	+6,208	New	+$491K	0.09%	139