Braver Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-118,989
| Closed | -$2.57M | – | 92 |
|
|
2015
Q3 | $2.57M | Buy |
+118,989
| New | +$2.57M | 0.64% | 44 |
|
|
2014
Q1 | – | Sell |
-28,131
| Closed | -$738K | – | 86 |
|
|
2013
Q4 | $738K | Sell |
28,131
-585
| -2% | -$15.3K | 0.26% | 57 |
|
|
2013
Q3 | $708K | Buy |
28,716
+5,034
| +21% | +$124K | 0.24% | 60 |
|
|
2013
Q2 | $588K | Buy |
+23,682
| New | +$588K | 0.27% | 54 |
|