CT Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $24.9K | Sell |
1,035
-1,320
| -56% | -$31.7K | 0.02% | 336 |
|
|
2016
Q4 | $54.3K | Hold |
2,355
| – | – | 0.03% | 260 |
|
|
2016
Q3 | $56.6K | Sell |
2,355
-1,170
| -33% | -$28.1K | 0.03% | 252 |
|
|
2016
Q2 | $85.8K | Sell |
3,525
-4,545
| -56% | -$111K | 0.05% | 210 |
|
|
2016
Q1 | $184K | Sell |
8,070
-1,395
| -15% | -$31.8K | 0.1% | 159 |
|
|
2015
Q4 | $193K | Sell |
9,465
-3,240
| -26% | -$66.2K | 0.11% | 150 |
|
|
2015
Q3 | $275K | Sell |
12,705
-1,395
| -10% | -$30.2K | 0.17% | 111 |
|
|
2015
Q2 | $333K | Sell |
14,100
-420
| -3% | -$9.93K | 0.19% | 107 |
|
|
2015
Q1 | $398K | Sell |
14,520
-249
| -2% | -$6.83K | 0.22% | 104 |
|
|
2014
Q4 | $423K | Buy |
+14,769
| New | +$423K | 0.32% | 76 |
|
|
2014
Q1 | $398K | Buy |
+14,520
| New | +$398K | 0.22% | 104 |
|