Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,120
| Closed | -$211K | – | 125 |
|
|
2021
Q1 | $211K | Buy |
+4,120
| New | +$211K | 0.15% | 114 |
|
|
2019
Q2 | – | Sell |
-3,779
| Closed | -$217K | – | 239 |
|
|
2019
Q1 | $217K | Buy |
3,779
+4
| +0.1% | +$230 | 0.19% | 98 |
|
|
2018
Q4 | $186K | Hold |
3,775
| – | – | 0.19% | 96 |
|
|
2018
Q3 | $228K | Sell |
3,775
-200
| -5% | -$12.1K | 0.21% | 98 |
|
|
2018
Q2 | $226K | Sell |
3,975
-1,151
| -22% | -$65.4K | 0.22% | 98 |
|
|
2018
Q1 | $319K | Sell |
5,126
-470
| -8% | -$29.2K | 0.32% | 77 |
|
|
2017
Q4 | $400K | Buy |
+5,596
| New | +$400K | 0.38% | 68 |
|