True Link Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,502
| Closed | -$121K | – | 283 |
|
|
2021
Q4 | $121K | Sell |
2,502
-303
| -11% | -$14.7K | 0.02% | 329 |
|
|
2021
Q3 | $130K | Hold |
2,805
| – | – | 0.02% | 306 |
|
|
2021
Q2 | $132K | Buy |
2,805
+303
| +12% | +$14.3K | 0.02% | 267 |
|
|
2021
Q1 | $113K | Sell |
2,502
-1,470
| -37% | -$66.4K | 0.02% | 340 |
|
|
2020
Q4 | $191K | Buy |
+3,972
| New | +$191K | 0.03% | 271 |
|