Lighthouse Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.24M | Sell |
49,551
-603
| -1% | -$27.3K | 0.68% | 51 |
|
|
2020
Q4 | $2.41M | Buy |
50,154
+705
| +1% | +$33.9K | 0.82% | 47 |
|
|
2020
Q3 | $2.31M | Buy |
49,449
+3,129
| +7% | +$146K | 0.88% | 37 |
|
|
2020
Q2 | $1.85M | Buy |
+46,320
| New | +$1.85M | 0.78% | 44 |
|
|
2020
Q1 | – | Sell |
-1,857
| Closed | -$73K | – | 278 |
|
|
2019
Q4 | $73K | Buy |
+1,857
| New | +$73K | 0.03% | 110 |
|