Shine Investment Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $83K | Buy |
1,782
+36
| +2% | +$1.68K | 0.03% | 218 |
|
|
2020
Q2 | $70K | Buy |
1,746
+390
| +29% | +$15.6K | 0.03% | 240 |
|
|
2020
Q1 | $51K | Hold |
1,356
| – | – | 0.02% | 265 |
|
|
2019
Q4 | $54K | Buy |
1,356
+435
| +47% | +$17.3K | 0.02% | 305 |
|
|
2019
Q3 | $36K | Buy |
921
+594
| +182% | +$23.2K | 0.02% | 375 |
|
|
2019
Q2 | $12K | Hold |
327
| – | – | 0.01% | 518 |
|
|
2019
Q1 | $11K | Hold |
327
| – | – | 0.01% | 538 |
|
|
2018
Q4 | $10K | Hold |
327
| – | – | ﹤0.01% | 527 |
|
|
2018
Q3 | $10K | Hold |
327
| – | – | 0.01% | 526 |
|
|
2018
Q2 | $9K | Hold |
327
| – | – | ﹤0.01% | 547 |
|
|
2018
Q1 | $10K | Hold |
327
| – | – | 0.01% | 534 |
|
|
2017
Q4 | $11K | Hold |
327
| – | – | 0.01% | 524 |
|
|
2017
Q3 | $9K | Hold |
327
| – | – | ﹤0.01% | 548 |
|
|
2017
Q2 | $8K | Buy |
+327
| New | +$8K | ﹤0.01% | 561 |
|