LFA
Level Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16
| Closed | -$2K | – | 298 |
|
|
2022
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 233 |
|
|
2022
Q3 | – | Sell |
-245
| Closed | -$30K | – | 353 |
|
|
2022
Q2 | $30K | Buy |
245
+30
| +14% | +$3.67K | 0.02% | 131 |
|
|
2022
Q1 | $32K | Sell |
215
-25
| -10% | -$3.72K | 0.02% | 110 |
|
|
2021
Q4 | $35K | Buy |
+240
| New | +$35K | 0.03% | 113 |
|