Andesa Financial Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,939
| Closed | -$202K | – | 155 |
|
|
2021
Q1 | $202K | Buy |
+3,939
| New | +$202K | 0.07% | 139 |
|
|
2019
Q4 | – | Sell |
-7,711
| Closed | -$317K | – | 108 |
|
|
2019
Q3 | $317K | Buy |
7,711
+151
| +2% | +$6.21K | 0.31% | 75 |
|
|
2019
Q2 | $357K | Sell |
7,560
-9,570
| -56% | -$452K | 0.34% | 67 |
|
|
2019
Q1 | $980K | Buy |
17,130
+9,601
| +128% | +$549K | 0.48% | 46 |
|
|
2018
Q4 | $371K | Buy |
+7,529
| New | +$371K | 0.44% | 59 |
|