Allegis Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $1.39M | Sell |
14,003
-657
| -4% | -$65.3K | 0.43% | 54 |
|
2017
Q4 | $1.55M | Sell |
14,660
-11,003
| -43% | -$1.16M | 0.46% | 59 |
|
2017
Q3 | $2.85M | Buy |
25,663
+1,144
| +5% | +$127K | 0.67% | 37 |
|
2017
Q2 | $2.88M | Buy |
24,519
+1,951
| +9% | +$229K | 0.73% | 36 |
|
2017
Q1 | $2.55M | Buy |
22,568
+1,486
| +7% | +$168K | 0.67% | 35 |
|
2016
Q4 | $1.93M | Buy |
21,082
+1,796
| +9% | +$164K | 0.61% | 44 |
|
2016
Q3 | $1.88M | Buy |
19,286
+4,080
| +27% | +$397K | 0.73% | 40 |
|
2016
Q2 | $1.5M | Buy |
15,206
+1,725
| +13% | +$170K | 0.75% | 36 |
|
2016
Q1 | $1.32M | Buy |
13,481
+2,477
| +23% | +$243K | 0.76% | 42 |
|
2015
Q4 | $967K | Buy |
+11,004
| New | +$967K | 0.54% | 49 |
|