JOYN Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $519K | Buy |
13,692
+1,101
| +9% | +$41.7K | 0.17% | 47 |
|
|
2019
Q4 | $499K | Sell |
12,591
-45
| -0.4% | -$1.78K | 0.11% | 52 |
|
|
2019
Q3 | $500K | Buy |
12,636
+897
| +8% | +$35.5K | 0.11% | 50 |
|
|
2019
Q2 | $414K | Buy |
11,739
+981
| +9% | +$34.6K | 0.09% | 65 |
|
|
2019
Q1 | $350K | Buy |
10,758
+903
| +9% | +$29.4K | 0.08% | 61 |
|
|
2018
Q4 | $306K | Sell |
9,855
-294
| -3% | -$9.13K | 0.07% | 74 |
|
|
2018
Q3 | $318K | Buy |
10,149
+153
| +2% | +$4.79K | 0.06% | 86 |
|
|
2018
Q2 | $285K | Buy |
9,996
+2,934
| +42% | +$83.7K | 0.06% | 99 |
|
|
2018
Q1 | $209K | Buy |
7,062
+339
| +5% | +$10K | 0.04% | 125 |
|
|
2017
Q4 | $221K | Buy |
+6,723
| New | +$221K | 0.05% | 156 |
|