Spire Wealth Management’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 |
-457
| Closed | -$45.2K | – | 2415 |
|
|
2023
Q4 | $45.2K | Buy |
457
+29
| +7% | +$2.87K | ﹤0.01% | 1234 |
|
|
2023
Q3 | $31.8K | Sell |
428
-193
| -31% | -$14.3K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $49.1K | Buy |
621
+6
| +1% | +$474 | ﹤0.01% | 1206 |
|
|
2023
Q1 | $46.9K | Buy |
615
+4
| +0.7% | +$305 | ﹤0.01% | 1230 |
|
|
2022
Q4 | $48K | Buy |
611
+5
| +0.8% | +$393 | ﹤0.01% | 1005 |
|
|
2022
Q3 | $51K | Buy |
606
+3
| +0.5% | +$252 | ﹤0.01% | 946 |
|
|
2022
Q2 | $58K | Sell |
603
-96
| -14% | -$9.23K | ﹤0.01% | 1236 |
|
|
2022
Q1 | $90K | Sell |
699
-14
| -2% | -$1.8K | ﹤0.01% | 1202 |
|
|
2021
Q4 | $108K | Buy |
713
+20
| +3% | +$3.03K | ﹤0.01% | 1374 |
|
|
2021
Q3 | $79K | Sell |
693
-237
| -25% | -$27K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $97K | Buy |
930
+813
| +695% | +$84.8K | ﹤0.01% | 1192 |
|
|
2021
Q1 | $22K | Buy |
+117
| New | +$22K | ﹤0.01% | 2116 |
|