United Capital 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
Q1 | – | Sell |
-1,519
| Closed | -$229K | – | 1227 |
|
|
2021
Q4 | $229K | Buy |
+1,519
| New | +$229K | ﹤0.01% | 1105 |
|
|
2021
Q2 | – | Sell |
-13,709
| Closed | -$1.41M | – | 1253 |
|
|
2021
Q1 | $1.41M | Buy |
13,709
+3
| +0% | +$308 | 0.01% | 580 |
|
|
2020
Q4 | $1.26M | Buy |
13,706
+55
| +0.4% | +$5.06K | 0.01% | 612 |
|
|
2020
Q3 | $723K | Buy |
13,651
+87
| +0.6% | +$4.61K | ﹤0.01% | 738 |
|
|
2020
Q2 | $689K | Buy |
+13,564
| New | +$689K | 0.01% | 756 |
|