RPg Family Wealth Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $16.6K | Hold |
345
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $16.1K | Hold |
345
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $13.8K | Hold |
345
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $13.1K | Hold |
345
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $13.7K | Sell |
345
-120
| -26% | -$4.75K | 0.01% | 243 |
|
|
2019
Q3 | $18.4K | Buy |
+465
| New | +$18.4K | 0.01% | 236 |
|
|
2017
Q1 | – | Sell |
-567
| Closed | -$13.1K | – | 334 |
|
|
2016
Q4 | $13.1K | Sell |
567
-147
| -21% | -$3.39K | 0.01% | 233 |
|
|
2016
Q3 | $17.2K | Buy |
714
+120
| +20% | +$2.89K | 0.01% | 196 |
|
|
2016
Q2 | $14.5K | Sell |
594
-1,719
| -74% | -$41.8K | 0.01% | 217 |
|
|
2016
Q1 | $52.8K | Buy |
2,313
+213
| +10% | +$4.86K | 0.04% | 129 |
|
|
2015
Q4 | $42.9K | Buy |
+2,100
| New | +$42.9K | 0.04% | 104 |
|