Independence Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $450K | Hold |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $453K | Buy |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $368K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $321K | Hold |
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|
2017
Q4 | $356K | Hold |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $260K | Sell |
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|
2016
Q4 | $258K | Sell |
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|
2016
Q3 | $296K | Buy |
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|
2016
Q2 | $283K | Buy |
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