Elite Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $36K | Buy |
+1,500
| New | +$36K | 0.06% | 67 |
|
2014
Q4 | – | Sell |
-2,550
| Closed | -$65K | – | 496 |
|
2014
Q3 | $65K | Sell |
2,550
-300
| -11% | -$7.65K | 0.06% | 101 |
|
2014
Q2 | $71K | Sell |
2,850
-300
| -10% | -$7.47K | 0.07% | 94 |
|
2014
Q1 | $80K | Sell |
3,150
-513
| -14% | -$13K | 0.06% | 92 |
|
2013
Q4 | $96K | Sell |
3,663
-32,577
| -90% | -$854K | 0.07% | 104 |
|
2013
Q3 | $893K | Buy |
36,240
+34,290
| +1,758% | +$845K | 0.79% | 26 |
|
2013
Q2 | $48K | Buy |
+1,950
| New | +$48K | 0.07% | 122 |
|