Accel Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,996
| Closed | -$89.1K | – | 592 |
|
|
2023
Q1 | $89.1K | Buy |
1,996
+10
| +0.5% | +$446 | 0.04% | 358 |
|
|
2022
Q4 | $90.8K | Buy |
1,986
+378
| +24% | +$17.3K | 0.04% | 253 |
|
|
2022
Q3 | $68K | Hold |
1,608
| – | – | 0.04% | 314 |
|
|
2022
Q2 | $68K | Sell |
1,608
-62
| -4% | -$2.62K | 0.04% | 297 |
|
|
2022
Q1 | $88K | Buy |
1,670
+5
| +0.3% | +$263 | 0.05% | 271 |
|
|
2021
Q4 | $79K | Buy |
1,665
+5
| +0.3% | +$237 | 0.04% | 299 |
|
|
2021
Q3 | $76K | Buy |
1,660
+41
| +3% | +$1.88K | 0.05% | 261 |
|
|
2021
Q2 | $77K | Sell |
1,619
-24
| -1% | -$1.14K | 0.05% | 268 |
|
|
2021
Q1 | $84K | Buy |
1,643
+5
| +0.3% | +$256 | 0.07% | 240 |
|
|
2020
Q4 | $67K | Buy |
+1,638
| New | +$67K | 0.06% | 250 |
|