Signature Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $338K | Sell |
10,860
-765
| -7% | -$23.8K | 0.08% | 86 |
|
2018
Q3 | $364K | Hold |
11,625
| – | – | 0.06% | 107 |
|
2018
Q2 | $332K | Buy |
+11,625
| New | +$332K | 0.07% | 115 |
|
2017
Q4 | – | Sell |
-10,488
| Closed | -$203K | – | 159 |
|
2017
Q3 | $203K | Buy |
+10,488
| New | +$203K | 0.06% | 155 |
|
2014
Q3 | – | Sell |
-9,198
| Closed | -$231K | – | 96 |
|
2014
Q2 | $231K | Buy |
+9,198
| New | +$231K | 0.18% | 73 |
|