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SWM Advisors

SEC CIK
0001874081
Latest filing
Oct 12, 2022

WD holding history

Walker & Dunlop, Inc. in every 13F filed by SWM Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WD overviewAll 13F holders of WDFull Q3 2022 holdings

Shares (Q3 2022)
3,686
Value
$309.0K
% of portfolio
0.3%
Quarters held
4
Since Q4 2021
Holdings of WD by SWM Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20223,686$309.0K0.3%00.0%UnchangedHolders
Q2 20223,686$355.0K0.3%00.0%UnchangedHolders
Q1 20223,686$477.0K0.4%00.0%UnchangedHolders
Q4 20213,686$526.0K0.5%–No prior filingHolders