American Economic Planning Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,247
| Closed | -$223K | – | 81 |
|
|
2018
Q1 | $223K | Buy |
2,247
+238
| +12% | +$23.6K | 0.08% | 80 |
|
|
2017
Q4 | $212K | Sell |
2,009
-410
| -17% | -$43.3K | 0.08% | 79 |
|
|
2017
Q3 | $268K | Buy |
2,419
+4
| +0.2% | +$443 | 0.1% | 61 |
|
|
2017
Q2 | $284K | Buy |
2,415
+4
| +0.2% | +$470 | 0.11% | 57 |
|
|
2017
Q1 | $272K | Buy |
2,411
+130
| +6% | +$14.7K | 0.11% | 60 |
|
|
2016
Q4 | $208K | Buy |
2,281
+4
| +0.2% | +$365 | 0.09% | 59 |
|
|
2016
Q3 | $222K | Sell |
2,277
-246
| -10% | -$24K | 0.09% | 57 |
|
|
2016
Q2 | $257K | Buy |
2,523
+325
| +15% | +$33.1K | 0.1% | 46 |
|
|
2016
Q1 | $216K | Buy |
+2,198
| New | +$216K | 0.09% | 50 |
|