Affinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,038
| Closed | -$226K | – | 77 |
|
|
2017
Q2 | $226K | Sell |
3,038
-258
| -8% | -$19.2K | 0.14% | 59 |
|
|
2017
Q1 | $235K | Hold |
3,296
| – | – | 0.13% | 57 |
|
|
2016
Q4 | $223K | Sell |
3,296
-269
| -8% | -$18.2K | 0.13% | 55 |
|
|
2016
Q3 | $225K | Hold |
3,565
| – | – | 0.15% | 53 |
|
|
2016
Q2 | $246K | Buy |
+3,565
| New | +$246K | 0.17% | 41 |
|