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SWM Advisors’s Walker & Dunlop WD Stock Holding History

SWM Advisors’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$309K Hold
3,686
– – 0.29% 14
2022
Q2 		$355K Hold
3,686
– – 0.32% 15
2022
Q1 		$477K Hold
3,686
– – 0.37% 15
2021
Q4 		$526K Buy
+3,686
New +$526K 0.46% 14