Kelleher Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,200
| Closed | -$206K | – | 124 |
|
|
2014
Q4 | $206K | Buy |
+7,200
| New | +$206K | 0.11% | 103 |
|
|
2014
Q1 | – | Sell |
-8,649
| Closed | -$227K | – | 109 |
|
|
2013
Q4 | $227K | Hold |
8,649
| – | – | 0.12% | 96 |
|
|
2013
Q3 | $213K | Hold |
8,649
| – | – | 0.12% | 93 |
|
|
2013
Q2 | $215K | Buy |
+8,649
| New | +$215K | 0.13% | 93 |
|