Lucia Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $107K | Buy |
2,298
+63
| +3% | +$2.93K | 0.03% | 145 |
|
|
2020
Q2 | $89K | Buy |
2,235
+285
| +15% | +$11.3K | 0.02% | 145 |
|
|
2020
Q1 | $74K | Buy |
1,950
+162
| +9% | +$6.15K | 0.02% | 157 |
|
|
2019
Q4 | $71K | Hold |
1,788
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $71K | Hold |
1,788
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $66K | Hold |
1,788
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $58K | Buy |
+1,788
| New | +$58K | 0.02% | 157 |
|
|
2018
Q4 | – | Sell |
-138
| Closed | -$4K | – | 223 |
|
|
2018
Q3 | $4K | Hold |
138
| – | – | ﹤0.01% | 213 |
|
|
2018
Q2 | $4K | Sell |
138
-432
| -76% | -$12.5K | ﹤0.01% | 197 |
|
|
2018
Q1 | $17K | Buy |
+570
| New | +$17K | 0.01% | 174 |
|