tru Independence’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,275
| Closed | -$60K | – | 334 |
|
2021
Q2 | $60K | Buy |
+1,275
| New | +$60K | 0.02% | 181 |
|
2021
Q1 | – | Sell |
-3,147
| Closed | -$151 | – | 720 |
|
2020
Q4 | $151 | Buy |
3,147
+1,356
| +76% | +$65 | ﹤0.01% | 440 |
|
2020
Q3 | $84K | Sell |
1,791
-2,388
| -57% | -$112K | 0.02% | 193 |
|
2020
Q2 | $167 | Sell |
4,179
-390
| -9% | -$16 | 0.02% | 264 |
|
2020
Q1 | $173 | Hold |
4,569
| – | – | 0.03% | 206 |
|
2019
Q4 | $173K | Buy |
+4,569
| New | +$173K | 0.02% | 254 |
|