Fusion Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-420
| Closed | -$13K | – | 243 |
|
|
2018
Q4 | $13K | Buy |
420
+375
| +833% | +$11.6K | ﹤0.01% | 176 |
|
|
2018
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 288 |
|
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 270 |
|
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-45
| Closed | -$1K | – | 302 |
|
|
2017
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 275 |
|
|
2017
Q1 | $1K | Sell |
45
-300
| -87% | -$6.67K | ﹤0.01% | 300 |
|
|
2016
Q4 | $7K | Buy |
+345
| New | +$7K | ﹤0.01% | 281 |
|