CAM
Crestone Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,715
| Closed | -$233K | – | 86 |
|
|
2021
Q1 | $233K | Buy |
1,715
+228
| +15% | +$31K | 0.06% | 68 |
|
|
2020
Q4 | $214K | Buy |
1,487
+33
| +2% | +$4.75K | 0.06% | 63 |
|
|
2020
Q3 | $203K | Sell |
1,454
-237
| -14% | -$33.1K | 0.06% | 55 |
|
|
2020
Q2 | $203K | Buy |
+1,691
| New | +$203K | 0.07% | 63 |
|