Wilshire Advisors’s loanDepot LDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Hold |
27,727
| – | – | 0.32% | 6 |
|
|
2025
Q1 | $542K | Buy |
27,727
+7,899
| +40% | +$154K | 1.71% | 10 |
|
|
2024
Q4 | $40K | Sell |
19,828
-7,899
| -28% | -$15.9K | 0.01% | 10 |
|
|
2024
Q3 | $74K | Hold |
27,727
| – | – | 0.04% | 9 |
|
|
2024
Q2 | $45.7K | Hold |
27,727
| – | – | 0.02% | 10 |
|
|
2024
Q1 | $71.8K | Hold |
27,727
| – | – | 0.04% | 10 |
|
|
2023
Q4 | $97.6K | Hold |
27,727
| – | – | 0.05% | 10 |
|
|
2023
Q3 | $47.7K | Hold |
27,727
| – | – | 0.03% | 10 |
|
|
2023
Q2 | $58.8K | Hold |
27,727
| – | – | 0.03% | 9 |
|
|
2023
Q1 | $44.6K | Sell |
27,727
-19,828
| -42% | -$31.9K | 0.02% | 9 |
|
|
2022
Q4 | $78.5K | Hold |
47,555
| – | – | 0.04% | 11 |
|
|
2022
Q3 | $62K | Hold |
47,555
| – | – | 0.04% | 11 |
|
|
2022
Q2 | $69K | Hold |
47,555
| – | – | 0.04% | 11 |
|
|
2022
Q1 | $197K | Hold |
47,555
| – | – | 0.09% | 9 |
|
|
2021
Q4 | $228K | Buy |
+47,555
| New | +$228K | 0.09% | 14 |
|