Sutton Wealth Advisors’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-573
| Closed | -$45K | – | 1563 |
|
|
2022
Q4 | $45K | Buy |
573
+2
| +0.4% | +$157 | 0.02% | 422 |
|
|
2022
Q3 | $47.8K | Sell |
571
-7
| -1% | -$586 | 0.02% | 384 |
|
|
2022
Q2 | $55.7K | Buy |
578
+6
| +1% | +$578 | 0.02% | 353 |
|
|
2022
Q1 | $74K | Sell |
572
-4
| -0.7% | -$518 | 0.03% | 308 |
|
|
2021
Q4 | $86.9K | Buy |
576
+7
| +1% | +$1.06K | 0.03% | 287 |
|
|
2021
Q3 | $64.6K | Hold |
569
| – | – | 0.02% | 333 |
|
|
2021
Q2 | $59.4K | Hold |
569
| – | – | 0.02% | 361 |
|
|
2021
Q1 | $58.5K | Hold |
569
| – | – | 0.02% | 354 |
|
|
2020
Q4 | $52.4K | Hold |
569
| – | – | 0.02% | 340 |
|
|
2020
Q3 | $30.2K | Hold |
569
| – | – | 0.01% | 431 |
|
|
2020
Q2 | $28.9K | Sell |
569
-144
| -20% | -$7.32K | 0.02% | 435 |
|
|
2020
Q1 | $28.7K | Hold |
713
| – | – | 0.02% | 380 |
|
|
2019
Q4 | $46.1K | Hold |
713
| – | – | 0.02% | 330 |
|
|
2019
Q3 | $39.9K | Hold |
713
| – | – | 0.02% | 362 |
|
|
2019
Q2 | $37.9K | Hold |
713
| – | – | 0.02% | 375 |
|
|
2019
Q1 | $36.3K | Buy |
713
+368
| +107% | +$18.7K | 0.02% | 383 |
|
|
2018
Q4 | $14.9K | Hold |
345
| – | – | 0.01% | 624 |
|
|
2018
Q3 | $18.2K | Hold |
345
| – | – | 0.01% | 624 |
|
|
2018
Q2 | $19.2K | Hold |
345
| – | – | 0.01% | 606 |
|
|
2018
Q1 | $20.5K | Buy |
345
+155
| +82% | +$9.21K | 0.01% | 561 |
|
|
2017
Q4 | $9.03K | Hold |
190
| – | – | 0.01% | 811 |
|
|
2017
Q3 | $9.94K | Sell |
190
-115
| -38% | -$6.02K | 0.01% | 765 |
|
|
2017
Q2 | $14.9K | Buy |
305
+115
| +61% | +$5.62K | 0.01% | 638 |
|
|
2017
Q1 | $7.92K | Hold |
190
| – | – | 0.01% | 772 |
|
|
2016
Q4 | $5.93K | Hold |
190
| – | – | 0.01% | 816 |
|
|
2016
Q3 | $4.8K | Hold |
190
| – | – | ﹤0.01% | 822 |
|
|
2016
Q2 | $4.33K | Sell |
190
-270
| -59% | -$6.15K | ﹤0.01% | 811 |
|
|
2016
Q1 | $11.2K | Buy |
+460
| New | +$11.2K | 0.01% | 579 |
|