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TCI Wealth Advisors’s Walker & Dunlop WD Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-108
Closed -$8.23K – 2220
2023
Q1 		$8.23K Buy
108
+2
+2% +$152 ﹤0.01% 1205
2022
Q4 		$8.32K Sell
106
-95
-47% -$7.46K ﹤0.01% 1200
2022
Q3 		$17K Buy
201
+48
+31% +$4.06K ﹤0.01% 742
2022
Q2 		$15K Sell
153
-173
-53% -$17K ﹤0.01% 782
2022
Q1 		$43K Buy
326
+176
+117% +$23.2K 0.01% 452
2021
Q4 		$23K Hold
150
– – ﹤0.01% 654
2021
Q3 		$17K Buy
150
+99
+194% +$11.2K ﹤0.01% 754
2021
Q2 		$5K Sell
51
-56
-52% -$5.49K ﹤0.01% 1479
2021
Q1 		$11K Buy
107
+56
+110% +$5.76K ﹤0.01% 814
2020
Q4 		$5K Hold
51
– – ﹤0.01% 891
2020
Q3 		$3K Hold
51
– – ﹤0.01% 1009
2020
Q2 		$3K Buy
51
+9
+21% +$529 ﹤0.01% 967
2020
Q1 		$2K Buy
42
+10
+31% +$476 ﹤0.01% 1112
2019
Q4 		$2K Hold
32
– – ﹤0.01% 1222
2019
Q3 		$2K Hold
32
– – ﹤0.01% 1162
2019
Q2 		$2K Hold
32
– – ﹤0.01% 1080
2019
Q1 		$2K Hold
32
– – ﹤0.01% 1091
2018
Q4 		$1K Buy
32
+3
+10% +$94 ﹤0.01% 1323
2018
Q3 		$2K Hold
29
– – ﹤0.01% 1087
2018
Q2 		$2K Hold
29
– – ﹤0.01% 1161
2018
Q1 		$2K Hold
29
– – ﹤0.01% 1025
2017
Q4 		$1K Hold
29
– – ﹤0.01% 1283
2017
Q3 		$2K Hold
29
– – ﹤0.01% 1008
2017
Q2 		$1K Hold
29
– – ﹤0.01% 1237
2017
Q1 		$1K Hold
29
– – ﹤0.01% 1184
2016
Q4 		$1K Hold
29
– – ﹤0.01% 1252
2016
Q3 		$1K Hold
29
– – ﹤0.01% 1240
2016
Q2 		$1K Hold
29
– – ﹤0.01% 1176
2016
Q1 		$1K Buy
+29
New +$1K ﹤0.01% 1175