TCI Wealth Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-108
| Closed | -$8.23K | – | 2218 |
|
|
2023
Q1 | $8.23K | Buy |
108
+2
| +2% | +$174 | ﹤0.01% | 1205 |
|
|
2022
Q4 | $8.32K | Sell |
106
-95
| -47% | -$7.98K | ﹤0.01% | 1200 |
|
|
2022
Q3 | $17K | Buy |
201
+48
| +31% | +$4.9K | ﹤0.01% | 742 |
|
|
2022
Q2 | $15K | Sell |
153
-173
| -53% | -$19.1K | ﹤0.01% | 783 |
|
|
2022
Q1 | $43K | Buy |
326
+176
| +117% | +$24.2K | 0.01% | 452 |
|
|
2021
Q4 | $23K | Hold |
150
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $17K | Buy |
150
+99
| +194% | +$10.4K | ﹤0.01% | 769 |
|
|
2021
Q2 | $5K | Sell |
51
-56
| -52% | -$5.86K | ﹤0.01% | 1497 |
|
|
2021
Q1 | $11K | Buy |
107
+56
| +110% | +$5.44K | ﹤0.01% | 832 |
|
|
2020
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 915 |
|
|
2020
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $3K | Buy |
51
+9
| +21% | +$368 | ﹤0.01% | 979 |
|
|
2020
Q1 | $2K | Buy |
42
+10
| +31% | +$630 | ﹤0.01% | 1122 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1226 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1097 |
|
|
2018
Q4 | $1K | Buy |
32
+3
| +10% | +$138 | ﹤0.01% | 1335 |
|
|
2018
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1009 |
|
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1238 |
|
|
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 | +$686 | ﹤0.01% | 1175 |
|
Other funds holding WD
