Estate Counselors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-19,776
| Closed | -$981K | – | 205 |
|
2022
Q1 | $981K | Hold |
19,776
| – | – | 0.13% | 94 |
|
2021
Q4 | $953K | Buy |
+19,776
| New | +$953K | 0.12% | 101 |
|
2020
Q4 | – | Sell |
-10,050
| Closed | -$469K | – | 140 |
|
2020
Q3 | $469K | Hold |
10,050
| – | – | 0.07% | 96 |
|
2020
Q2 | $401K | Buy |
+10,050
| New | +$401K | 0.06% | 110 |
|