Swaine & Leidel Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $281 | Buy |
+843
| New | +$281 | 0.22% | 54 |
|
|
2021
Q1 | $281K | Sell |
6,213
-1,725
| -22% | -$78K | 0.18% | 61 |
|
|
2020
Q4 | $381K | Buy |
7,938
+1,116
| +16% | +$53.6K | 0.28% | 52 |
|
|
2020
Q3 | $318K | Hold |
6,822
| – | – | 0.31% | 46 |
|
|
2020
Q2 | $272K | Hold |
6,822
| – | – | 0.28% | 44 |
|
|
2020
Q1 | $258K | Sell |
6,822
-381
| -5% | -$14.4K | 0.27% | 50 |
|
|
2019
Q4 | $285K | Buy |
+7,203
| New | +$285K | 0.24% | 49 |
|
|
2019
Q1 | – | Sell |
-6,600
| Closed | -$219K | – | 67 |
|
|
2018
Q4 | $219K | Buy |
+6,600
| New | +$219K | 0.35% | 40 |
|