Systematic Financial Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-23,830
| Closed | -$1.26M | – | 692 |
|
|
2018
Q3 | $1.26M | Sell |
23,830
-820
| -3% | -$43.4K | 0.03% | 494 |
|
|
2018
Q2 | $1.37M | Sell |
24,650
-880
| -3% | -$49K | 0.03% | 429 |
|
|
2018
Q1 | $1.52M | Buy |
+25,530
| New | +$1.52M | 0.03% | 297 |
|
|
2017
Q4 | – | Sell |
-6,555
| Closed | -$343K | – | 669 |
|
|
2017
Q3 | $343K | Sell |
6,555
-40,160
| -86% | -$2.1M | 0.01% | 603 |
|
|
2017
Q2 | $2.28M | Buy |
+46,715
| New | +$2.28M | 0.04% | 331 |
|
|
2015
Q4 | – | Sell |
-147,120
| Closed | -$3.84M | – | 663 |
|
|
2015
Q3 | $3.84M | Buy |
147,120
+45,708
| +45% | +$1.19M | 0.04% | 307 |
|
|
2015
Q2 | $2.71M | Buy |
+101,412
| New | +$2.71M | 0.02% | 366 |
|
|
2015
Q1 | – | Sell |
-132,335
| Closed | -$2.32M | – | 724 |
|
|
2014
Q4 | $2.32M | Buy |
+132,335
| New | +$2.32M | 0.02% | 454 |
|