Wealthspire Advisors (Maryland)’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-87
| Closed | -$4K | – | 2067 |
|
|
2019
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 1940 |
|
|
2018
Q4 | $4K | Buy |
87
+12
| +16% | +$552 | ﹤0.01% | 1876 |
|
|
2018
Q3 | $4K | Buy |
75
+5
| +7% | +$267 | ﹤0.01% | 1943 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q1 | $4K | Buy |
70
+8
| +13% | +$457 | ﹤0.01% | 1942 |
|
|
2017
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 2033 |
|