Capital Directions Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.95K | Buy |
+147
| New | +$6.95K | ﹤0.01% | 216 |
|
|
2022
Q3 | – | Sell |
-252
| Closed | -$10K | – | 196 |
|
|
2022
Q2 | $10K | Hold |
252
| – | – | ﹤0.01% | 215 |
|
|
2022
Q1 | $13K | Buy |
+252
| New | +$13K | ﹤0.01% | 222 |
|
|
2021
Q4 | – | Sell |
-147
| Closed | -$7K | – | 241 |
|
|
2021
Q3 | $7K | Sell |
147
-180
| -55% | -$8.57K | ﹤0.01% | 241 |
|
|
2021
Q2 | $15K | Buy |
+327
| New | +$15K | ﹤0.01% | 193 |
|
|
2021
Q1 | – | Sell |
-147
| Closed | -$7K | – | 362 |
|
|
2020
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 184 |
|
|
2020
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $6K | Sell |
147
-312
| -68% | -$12.7K | ﹤0.01% | 197 |
|
|
2020
Q1 | $17K | Hold |
459
| – | – | 0.01% | 177 |
|
|
2019
Q4 | $18K | Hold |
459
| – | – | 0.01% | 197 |
|
|
2019
Q3 | $18K | Buy |
+459
| New | +$18K | 0.01% | 191 |
|
|
2018
Q3 | – | Sell |
-147
| Closed | -$4K | – | 238 |
|
|
2018
Q2 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 141 |
|