Compass Efficient Model Portfolios, LLC WMT Holdings History
Number of Shares
3,396.00
Current Holdings Value*
$89,000.00
% of Portfolio
3.89%
Total Estimate Gain
$235,087.56
% of Total Estimate Gain
268.05%
Compass Efficient Model Portfolios, LLC's Walmart Inc Holding Summary
As of 2013-12-31, Compass Efficient Model Portfolios, LLC held 3,396.00 shares of Walmart Inc(WMT), totaling $89,000.00. This investment constitutes 3.89% of their stock portfolio, and Compass Efficient Model Portfolios, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2013Q2. And since then Compass Efficient Model Portfolios, LLC has made 1 purchases of WMT, at an average price of $25.83, for a total of 3,396.00 shares. Based on historical transaction data and WMT's current price of $95.05, Compass Efficient Model Portfolios, LLC's estimated gain on his WMT holdings is $235,087.56, reflecting a 268.05% gain to date.
Compass Efficient Model Portfolios, LLC WMT ($95.05) Holding Chart
Compass Efficient Model Portfolios, LLC WMT ($95.05) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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