Genesee Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-39,162
| Closed | -$1.88M | – | 99 |
|
2020
Q4 | $1.88M | Buy |
39,162
+711
| +2% | +$34.2K | 1.23% | 30 |
|
2020
Q3 | $1.79M | Sell |
38,451
-1,281
| -3% | -$59.7K | 1.48% | 22 |
|
2020
Q2 | $1.59M | Buy |
39,732
+1,593
| +4% | +$63.6K | 1.47% | 25 |
|
2020
Q1 | $1.44M | Buy |
+38,139
| New | +$1.44M | 1.38% | 24 |
|