Regal Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,809
| Closed | -$82K | – | 243 |
|
|
2021
Q1 | $82K | Buy |
1,809
+1,209
| +202% | +$54.8K | 0.05% | 71 |
|
|
2020
Q4 | $29K | Hold |
600
| – | – | 0.02% | 118 |
|
|
2020
Q3 | $28K | Buy |
600
+3
| +0.5% | +$140 | 0.02% | 109 |
|
|
2020
Q2 | $24K | Sell |
597
-3
| -0.5% | -$121 | 0.02% | 115 |
|
|
2020
Q1 | $23K | Buy |
600
+3
| +0.5% | +$115 | 0.02% | 97 |
|
|
2019
Q4 | $24K | Buy |
597
+3
| +0.5% | +$121 | 0.02% | 116 |
|
|
2019
Q3 | $24K | Hold |
594
| – | – | 0.02% | 100 |
|
|
2019
Q2 | $22K | Buy |
+594
| New | +$22K | 0.02% | 101 |
|