Cetera Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,826
| Closed | -$370K | – | 83 |
|
|
2017
Q2 | $370K | Sell |
14,826
-2,907
| -16% | -$72.5K | 0.47% | 72 |
|
|
2017
Q1 | $426K | Sell |
17,733
-8,943
| -34% | -$215K | 0.49% | 78 |
|
|
2016
Q4 | $615K | Buy |
+26,676
| New | +$615K | 0.46% | 82 |
|
|
2016
Q1 | – | Sell |
-91,962
| Closed | -$1.85M | – | 163 |
|
|
2015
Q4 | $1.85M | Buy |
+91,962
| New | +$1.85M | 0.75% | 36 |
|