TWA
Tillar-Wenstrup Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-39,297
| Closed | -$2.55M | – | 45 |
|
|
2015
Q3 | $2.55M | Buy |
39,297
+10,973
| +39% | +$711K | 2.56% | 10 |
|
|
2015
Q2 | $2.01M | Sell |
28,324
-1,878
| -6% | -$133K | 1.82% | 32 |
|
|
2015
Q1 | $2.48M | Buy |
30,202
+45
| +0.1% | +$3.7K | 2.43% | 15 |
|
|
2014
Q4 | $2.59M | Buy |
+30,157
| New | +$2.59M | 2.5% | 15 |
|