All Terrain Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,185
| Closed | -$207K | – | 80 |
|
|
2021
Q3 | $207K | Sell |
2,185
-1,503
| -41% | -$142K | 0.09% | 73 |
|
|
2021
Q2 | $366K | Hold |
3,688
| – | – | 0.17% | 55 |
|
|
2021
Q1 | $327K | Hold |
3,688
| – | – | 0.15% | 53 |
|
|
2020
Q4 | $305K | Sell |
3,688
-219
| -6% | -$18.1K | 0.12% | 56 |
|
|
2020
Q3 | $293K | Hold |
3,907
| – | – | 0.1% | 54 |
|
|
2020
Q2 | $274K | Sell |
3,907
-1,000
| -20% | -$70.1K | 0.11% | 58 |
|
|
2020
Q1 | $358K | Sell |
4,907
-100
| -2% | -$7.3K | 0.15% | 64 |
|
|
2019
Q4 | $426K | Sell |
5,007
-31
| -0.6% | -$2.64K | 0.14% | 68 |
|
|
2019
Q3 | $383K | Hold |
5,038
| – | – | 0.13% | 77 |
|
|
2019
Q2 | $396K | Hold |
5,038
| – | – | 0.13% | 75 |
|
|
2019
Q1 | $445K | Buy |
5,038
+875
| +21% | +$77.3K | 0.15% | 73 |
|
|
2018
Q4 | $278K | Sell |
4,163
-265
| -6% | -$17.7K | 0.11% | 97 |
|
|
2018
Q3 | $361K | Hold |
4,428
| – | – | 0.15% | 91 |
|
|
2018
Q2 | $358K | Hold |
4,428
| – | – | 0.16% | 88 |
|
|
2018
Q1 | $440K | Buy |
4,428
+200
| +5% | +$19.9K | 0.2% | 75 |
|
|
2017
Q4 | $447K | Buy |
+4,228
| New | +$447K | 0.21% | 73 |
|