Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18
| Closed | -$2K | – | 868 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $2 | Hold |
18
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 653 |
|