US Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-60
| Closed | -$1K | – | 397 |
|
2016
Q1 | $1K | Sell |
60
-708
| -92% | -$11.8K | ﹤0.01% | 436 |
|
2015
Q4 | $15K | Buy |
768
+669
| +676% | +$13.1K | 0.01% | 275 |
|
2015
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 422 |
|
2015
Q2 | $2K | Sell |
99
-909
| -90% | -$18.4K | ﹤0.01% | 402 |
|
2015
Q1 | $28K | Hold |
1,008
| – | – | 0.03% | 163 |
|
2014
Q4 | $29K | Buy |
+1,008
| New | +$29K | 0.03% | 154 |
|