Teamwork Financial Advisors’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 |
-4,132
| Closed | -$346K | – | 220 |
|
|
2022
Q3 | $346K | Sell |
4,132
-1,659
| -29% | -$139K | 0.07% | 157 |
|
|
2022
Q2 | $558K | Buy |
5,791
+386
| +7% | +$37.2K | 0.12% | 116 |
|
|
2022
Q1 | $699K | Buy |
5,405
+182
| +3% | +$23.5K | 0.13% | 136 |
|
|
2021
Q4 | $788K | Sell |
5,223
-97
| -2% | -$14.6K | 0.14% | 141 |
|
|
2021
Q3 | $604K | Buy |
5,320
+2,051
| +63% | +$233K | 0.12% | 136 |
|
|
2021
Q2 | $341K | Sell |
3,269
-1,671
| -34% | -$174K | 0.07% | 183 |
|
|
2021
Q1 | $507K | Buy |
4,940
+1,689
| +52% | +$173K | 0.12% | 140 |
|
|
2020
Q4 | $299K | Buy |
+3,251
| New | +$299K | 0.07% | 165 |
|
|
2020
Q3 | – | Sell |
-9,023
| Closed | -$458K | – | 207 |
|
|
2020
Q2 | $458K | Buy |
+9,023
| New | +$458K | 0.16% | 115 |
|