Access Financial Services’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 |
-7,366
| Closed | -$329K | – | 85 |
|
|
2023
Q1 | $329K | Hold |
7,366
| – | – | 0.2% | 76 |
|
|
2022
Q4 | $337K | Hold |
7,366
| – | – | 0.21% | 78 |
|
|
2022
Q3 | $297K | Buy |
7,366
+40
| +0.5% | +$1.61K | 0.19% | 84 |
|
|
2022
Q2 | $306K | Hold |
7,326
| – | – | 0.18% | 92 |
|
|
2022
Q1 | $383K | Sell |
7,326
-113
| -2% | -$5.91K | 0.18% | 96 |
|
|
2021
Q4 | $353K | Hold |
7,439
| – | – | 0.16% | 99 |
|
|
2021
Q3 | $339K | Hold |
7,439
| – | – | 0.15% | 97 |
|
|
2021
Q2 | $355K | Buy |
+7,439
| New | +$355K | 0.17% | 98 |
|