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Trellis Advisors’s Walmart WMT Stock Holding History

Trellis Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,307
Closed -$209K – 86
2023
Q3 		$209K Hold
1,307
– – 0.1% 85
2023
Q2 		$205K Sell
1,307
-72
-5% -$11.3K 0.09% 89
2023
Q1 		$203K Buy
+1,379
New +$203K 0.1% 84