Accretive Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,424
| Closed | -$1.17M | – | 113 |
|
|
2022
Q1 | $1.17M | Buy |
22,424
+3,480
| +18% | +$182K | 0.74% | 47 |
|
|
2021
Q4 | $898K | Sell |
18,944
-1,857
| -9% | -$88K | 0.57% | 70 |
|
|
2021
Q3 | $947K | Buy |
20,801
+1,408
| +7% | +$64.1K | 0.67% | 63 |
|
|
2021
Q2 | $925K | Buy |
19,393
+2,768
| +17% | +$132K | 0.67% | 61 |
|
|
2021
Q1 | $851K | Buy |
16,625
+1,214
| +8% | +$62.1K | 0.77% | 54 |
|
|
2020
Q4 | $632K | Buy |
+15,411
| New | +$632K | 0.62% | 66 |
|