Wolf Group Capital 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 |
-1,338
| Closed | -$202K | – | 149 |
|
|
2021
Q4 | $202K | Buy |
+1,338
| New | +$202K | 0.03% | 147 |
|
|
2019
Q4 | – | Sell |
-4,692
| Closed | -$262K | – | 78 |
|
|
2019
Q3 | $262K | Sell |
4,692
-14,455
| -75% | -$807K | 0.18% | 70 |
|
|
2019
Q2 | $1.02M | Sell |
19,147
-7,035
| -27% | -$374K | 0.71% | 46 |
|
|
2019
Q1 | $1.33M | Sell |
26,182
-426
| -2% | -$21.7K | 0.92% | 35 |
|
|
2018
Q4 | $1.15M | Hold |
26,608
| – | – | 0.86% | 39 |
|
|
2018
Q3 | $1.41M | Sell |
26,608
-2,127
| -7% | -$112K | 0.92% | 40 |
|
|
2018
Q2 | $1.6M | Buy |
28,735
+744
| +3% | +$41.4K | 1.04% | 39 |
|
|
2018
Q1 | $1.66M | Buy |
+27,991
| New | +$1.66M | 1.1% | 36 |
|