Northstar Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $344K | Sell |
7,386
-1,149
| -13% | -$53.5K | 0.16% | 106 |
|
|
2020
Q2 | $340K | Buy |
8,535
+360
| +4% | +$14.3K | 0.14% | 132 |
|
|
2020
Q1 | $309K | Buy |
8,175
+435
| +6% | +$16.4K | 0.16% | 127 |
|
|
2019
Q4 | $306K | Sell |
7,740
-1,719
| -18% | -$68K | 0.13% | 145 |
|
|
2019
Q3 | $374K | Buy |
9,459
+801
| +9% | +$31.7K | 0.16% | 130 |
|
|
2019
Q2 | $319K | Buy |
8,658
+15
| +0.2% | +$553 | 0.14% | 139 |
|
|
2019
Q1 | $281K | Buy |
8,643
+1,170
| +16% | +$38K | 0.13% | 146 |
|
|
2018
Q4 | $232K | Hold |
7,473
| – | – | 0.12% | 151 |
|
|
2018
Q3 | $233K | Buy |
+7,473
| New | +$233K | 0.11% | 159 |
|