Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,684
| Closed | -$204K | – | 650 |
|
|
2023
Q1 | $204K | Buy |
+2,684
| New | +$204K | 0.01% | 546 |
|
|
2022
Q3 | – | Sell |
-2,166
| Closed | -$209K | – | 517 |
|
|
2022
Q2 | $209K | Buy |
2,166
+282
| +15% | +$27.2K | 0.01% | 425 |
|
|
2022
Q1 | $244K | Buy |
1,884
+81
| +4% | +$10.5K | 0.01% | 476 |
|
|
2021
Q4 | $272K | Buy |
+1,803
| New | +$272K | 0.01% | 416 |
|
|
2021
Q2 | – | Sell |
-1,295
| Closed | -$133K | – | 1713 |
|
|
2021
Q1 | $133K | Sell |
1,295
-67
| -5% | -$6.88K | 0.01% | 527 |
|
|
2020
Q4 | $125K | Buy |
1,362
+182
| +15% | +$16.7K | 0.01% | 505 |
|
|
2020
Q3 | $63K | Buy |
1,180
+119
| +11% | +$6.35K | 0.01% | 572 |
|
|
2020
Q2 | $54K | Buy |
1,061
+349
| +49% | +$17.8K | ﹤0.01% | 670 |
|
|
2020
Q1 | $28K | Sell |
712
-108
| -13% | -$4.25K | ﹤0.01% | 763 |
|
|
2019
Q4 | $53K | Buy |
820
+31
| +4% | +$2K | 0.01% | 618 |
|
|
2019
Q3 | $44K | Sell |
789
-89
| -10% | -$4.96K | ﹤0.01% | 637 |
|
|
2019
Q2 | $47K | Buy |
878
+54
| +7% | +$2.89K | 0.01% | 627 |
|
|
2019
Q1 | $42K | Buy |
824
+624
| +312% | +$31.8K | 0.01% | 600 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 913 |
|
|
2018
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1048 |
|
|
2018
Q2 | – | Sell |
-36
| Closed | -$2K | – | 1762 |
|
|
2018
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1363 |
|