Access Financial Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-7,507
| Closed | -$606K | – | 66 |
|
2018
Q2 | $606K | Sell |
7,507
-85
| -1% | -$6.86K | 0.43% | 47 |
|
2018
Q1 | $755K | Buy |
7,592
+2,010
| +36% | +$200K | 0.56% | 41 |
|
2017
Q4 | $590K | Buy |
5,582
+290
| +5% | +$30.7K | 0.41% | 49 |
|
2017
Q3 | $587K | Buy |
5,292
+229
| +5% | +$25.4K | 0.45% | 50 |
|
2017
Q2 | $595K | Sell |
5,063
-790
| -13% | -$92.8K | 0.49% | 48 |
|
2017
Q1 | $661K | Buy |
5,853
+280
| +5% | +$31.6K | 0.56% | 44 |
|
2016
Q4 | $510K | Buy |
+5,573
| New | +$510K | 0.46% | 45 |
|