TBH Global Asset 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 |
-6,450
| Closed | -$540K | – | 176 |
|
2022
Q3 | $540K | Buy |
6,450
+38
| +0.6% | +$3.18K | 0.14% | 104 |
|
2022
Q2 | $618K | Sell |
6,412
-533
| -8% | -$51.4K | 0.15% | 102 |
|
2022
Q1 | $899K | Buy |
6,945
+1,388
| +25% | +$180K | 0.19% | 86 |
|
2021
Q4 | $838K | Buy |
5,557
+342
| +7% | +$51.6K | 0.17% | 94 |
|
2021
Q3 | $592K | Buy |
5,215
+977
| +23% | +$111K | 0.14% | 110 |
|
2021
Q2 | $442K | Buy |
4,238
+21
| +0.5% | +$2.19K | 0.1% | 134 |
|
2021
Q1 | $433K | Buy |
+4,217
| New | +$433K | 0.11% | 122 |
|