Rainier Group Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $373K | Buy |
7,998
+1,359
| +20% | +$63.4K | 0.15% | 41 |
|
2020
Q2 | $265K | Buy |
+6,639
| New | +$265K | 0.11% | 45 |
|
2020
Q1 | – | Sell |
-5,952
| Closed | -$236K | – | 50 |
|
2019
Q4 | $236K | Sell |
5,952
-483
| -8% | -$19.2K | 0.1% | 40 |
|
2019
Q3 | $255K | Buy |
6,435
+492
| +8% | +$19.5K | 0.12% | 35 |
|
2019
Q2 | $219K | Buy |
+5,943
| New | +$219K | 0.1% | 39 |
|
2018
Q2 | – | Sell |
-6,972
| Closed | -$207K | – | 47 |
|
2018
Q1 | $207K | Buy |
+6,972
| New | +$207K | 0.09% | 47 |
|