CWA
Cypress Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,012
| Closed | -$433K | – | 179 |
|
|
2017
Q1 | $433K | Buy |
6,012
+2,773
| +86% | +$200K | 0.2% | 108 |
|
|
2016
Q4 | $224K | Sell |
3,239
-1,527
| -32% | -$106K | 0.1% | 180 |
|
|
2016
Q3 | $344K | Buy |
4,766
+661
| +16% | +$47.7K | 0.16% | 125 |
|
|
2016
Q2 | $300K | Buy |
4,105
+110
| +3% | +$8.04K | 0.15% | 133 |
|
|
2016
Q1 | $274K | Buy |
+3,995
| New | +$274K | 0.13% | 143 |
|