Ackerman Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-4,368
| Closed | -$204K | – | 147 |
|
2020
Q3 | $204K | Buy |
+4,368
| New | +$204K | 0.06% | 115 |
|
2020
Q1 | – | Sell |
-7,056
| Closed | -$280K | – | 209 |
|
2019
Q4 | $280K | Hold |
7,056
| – | – | 0.08% | 166 |
|
2019
Q3 | $279K | Buy |
7,056
+1,500
| +27% | +$59.3K | 0.1% | 109 |
|
2019
Q2 | $205 | Buy |
+5,556
| New | +$205 | ﹤0.01% | 153 |
|