Hays Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,343
| Closed | -$261K | – | 67 |
|
|
2018
Q3 | $261K | Buy |
8,343
+702
| +9% | +$22K | 0.17% | 66 |
|
|
2018
Q2 | $218K | Sell |
7,641
-339
| -4% | -$9.67K | 0.12% | 66 |
|
|
2018
Q1 | $237K | Sell |
7,980
-3,753
| -32% | -$111K | 0.11% | 74 |
|
|
2017
Q4 | $386K | Buy |
11,733
+186
| +2% | +$6.12K | 0.14% | 65 |
|
|
2017
Q3 | $301K | Buy |
11,547
+744
| +7% | +$19.4K | 0.09% | 63 |
|
|
2017
Q2 | $273K | Buy |
10,803
+609
| +6% | +$15.4K | 0.07% | 67 |
|
|
2017
Q1 | $245K | Buy |
10,194
+1,071
| +12% | +$25.7K | 0.06% | 70 |
|
|
2016
Q4 | $210K | Buy |
+9,123
| New | +$210K | 0.05% | 70 |
|