BPWA
Beacon Pointe Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $796K | Sell |
6,692
-1,837
| -22% | -$219K | 0.15% | 117 |
|
|
2019
Q3 | $1.01M | Buy |
8,529
+168
| +2% | +$19.9K | 0.21% | 100 |
|
|
2019
Q2 | $924K | Buy |
8,361
+643
| +8% | +$71.1K | 0.2% | 104 |
|
|
2019
Q1 | $754K | Buy |
7,718
+845
| +12% | +$82.6K | 0.17% | 114 |
|
|
2018
Q4 | $640K | Buy |
+6,873
| New | +$640K | 0.23% | 106 |
|