Alera Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $405K | Sell |
7,944
-534
| -6% | -$27.3K | 0.05% | 158 |
|
|
2024
Q2 | $386K | Buy |
+8,478
| New | +$386K | 0.05% | 165 |
|
|
2023
Q3 | – | Sell |
-5,090
| Closed | -$231K | – | 165 |
|
|
2023
Q2 | $231K | Sell |
5,090
-35
| -0.7% | -$1.59K | 0.05% | 156 |
|
|
2023
Q1 | $229K | Buy |
5,125
+65
| +1% | +$2.9K | 0.05% | 158 |
|
|
2022
Q4 | $231K | Buy |
+5,060
| New | +$231K | 0.05% | 158 |
|
|
2022
Q2 | – | Sell |
-4,769
| Closed | -$250K | – | 194 |
|
|
2022
Q1 | $250K | Buy |
+4,769
| New | +$250K | 0.06% | 163 |
|
|
2019
Q2 | – | Sell |
-1,723
| Closed | -$99K | – | 644 |
|
|
2019
Q1 | $99K | Sell |
1,723
-116
| -6% | -$6.67K | 0.05% | 108 |
|
|
2018
Q4 | $91K | Buy |
+1,839
| New | +$91K | 0.06% | 125 |
|