Clear Perspective Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,851
| Closed | -$365K | – | 186 |
|
|
2021
Q3 | $365K | Sell |
7,851
-1,209
| -13% | -$56.2K | 0.12% | 112 |
|
|
2021
Q2 | $426K | Buy |
+9,060
| New | +$426K | 0.15% | 103 |
|
|
2019
Q4 | – | Sell |
-1,806
| Closed | -$67K | – | 154 |
|
|
2019
Q3 | $67K | Hold |
1,806
| – | – | 0.03% | 141 |
|
|
2019
Q2 | $67K | Buy |
+1,806
| New | +$67K | 0.04% | 166 |
|
|
2018
Q3 | – | Sell |
-1,581
| Closed | -$45K | – | 445 |
|
|
2018
Q2 | $45K | Hold |
1,581
| – | – | 0.03% | 261 |
|
|
2018
Q1 | $47K | Hold |
1,581
| – | – | 0.04% | 248 |
|
|
2017
Q4 | $52K | Hold |
1,581
| – | – | 0.04% | 229 |
|
|
2017
Q3 | $41K | Sell |
1,581
-93
| -6% | -$2.41K | 0.03% | 247 |
|
|
2017
Q2 | $42K | Sell |
1,674
-294
| -15% | -$7.38K | 0.04% | 238 |
|
|
2017
Q1 | $47K | Sell |
1,968
-225
| -10% | -$5.37K | 0.03% | 216 |
|
|
2016
Q4 | $51K | Buy |
+2,193
| New | +$51K | 0.03% | 202 |
|