AJ Wealth Strategies’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 |
-4,500
| Closed | -$230K | – | 278 |
|
|
2021
Q1 | $230K | Buy |
+4,500
| New | +$230K | 0.02% | 237 |
|
|
2019
Q1 | – | Sell |
-4,094
| Closed | -$202K | – | 111 |
|
|
2018
Q4 | $202K | Hold |
4,094
| – | – | 0.04% | 89 |
|
|
2018
Q3 | $247K | Hold |
4,094
| – | – | 0.05% | 87 |
|
|
2018
Q2 | $232K | Hold |
4,094
| – | – | 0.05% | 86 |
|
|
2018
Q1 | $255K | Hold |
4,094
| – | – | 0.06% | 77 |
|
|
2017
Q4 | $292K | Hold |
4,094
| – | – | 0.07% | 75 |
|
|
2017
Q3 | $260K | Hold |
4,094
| – | – | 0.08% | 67 |
|
|
2017
Q2 | $305K | Sell |
4,094
-154
| -4% | -$11.5K | 0.12% | 57 |
|
|
2017
Q1 | $303K | Hold |
4,248
| – | – | 0.13% | 59 |
|
|
2016
Q4 | $287K | Buy |
+4,248
| New | +$287K | 0.15% | 54 |
|