Perennial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-570
| Closed | -$27K | – | 278 |
|
|
2021
Q2 | $27K | Sell |
570
-87
| -13% | -$4.12K | 0.01% | 191 |
|
|
2021
Q1 | $30K | Hold |
657
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $32K | Buy |
+657
| New | +$32K | 0.01% | 160 |
|
|
2020
Q3 | – | Sell |
-687
| Closed | -$27K | – | 208 |
|
|
2020
Q2 | $27K | Buy |
+687
| New | +$27K | 0.01% | 159 |
|