American Economic Planning Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,689
| Closed | -$234K | – | 83 |
|
|
2017
Q3 | $234K | Buy |
3,689
+400
| +12% | +$25.4K | 0.09% | 68 |
|
|
2017
Q2 | $245K | Hold |
3,289
| – | – | 0.1% | 66 |
|
|
2017
Q1 | $235K | Buy |
+3,289
| New | +$235K | 0.09% | 65 |
|
|
2016
Q3 | – | Sell |
-3,664
| Closed | -$253K | – | 62 |
|
|
2016
Q2 | $253K | Buy |
3,664
+320
| +10% | +$22.1K | 0.1% | 47 |
|
|
2016
Q1 | $210K | Buy |
+3,344
| New | +$210K | 0.09% | 54 |
|