SIG
Spinnaker Investment Group’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,379
| Closed | -$971K | – | 114 |
|
|
2025
Q1 | $971K | Hold |
11,379
| – | – | 0.22% | 39 |
|
|
2024
Q4 | $1.11M | Sell |
11,379
-1,471
| -11% | -$143K | 0.27% | 33 |
|
|
2024
Q3 | $1.46M | Sell |
12,850
-2,171
| -14% | -$247K | 0.36% | 25 |
|
|
2024
Q2 | $1.48M | Buy |
15,021
+1,180
| +9% | +$116K | 0.41% | 22 |
|
|
2024
Q1 | $1.4M | Hold |
13,841
| – | – | 0.39% | 25 |
|
|
2023
Q4 | $1.54M | Buy |
13,841
+10,963
| +381% | +$1.22M | 0.47% | 22 |
|
|
2023
Q3 | $214K | Hold |
2,878
| – | – | 0.07% | 80 |
|
|
2023
Q2 | $228K | Sell |
2,878
-2,374
| -45% | -$188K | 0.08% | 79 |
|
|
2023
Q1 | $400K | Hold |
5,252
| – | – | 0.14% | 56 |
|
|
2022
Q4 | $412K | Buy |
+5,252
| New | +$412K | 0.15% | 54 |
|