Apriem 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
Q3 | – | Sell |
-1,919
| Closed | -$155K | – | 313 |
|
|
2018
Q2 | $155K | Sell |
1,919
-250
| -12% | -$20.2K | 0.03% | 143 |
|
|
2018
Q1 | $216K | Sell |
2,169
-1,023
| -32% | -$102K | 0.05% | 121 |
|
|
2017
Q4 | $337K | Sell |
3,192
-146
| -4% | -$15.4K | 0.08% | 92 |
|
|
2017
Q3 | $371K | Buy |
3,338
+339
| +11% | +$37.7K | 0.09% | 90 |
|
|
2017
Q2 | $352K | Hold |
2,999
| – | – | 0.09% | 88 |
|
|
2017
Q1 | $339K | Hold |
2,999
| – | – | 0.09% | 87 |
|
|
2016
Q4 | $274K | Buy |
2,999
+484
| +19% | +$44.2K | 0.08% | 99 |
|
|
2016
Q3 | $245K | Sell |
2,515
-225
| -8% | -$21.9K | 0.07% | 102 |
|
|
2016
Q2 | $279K | Sell |
2,740
-303
| -10% | -$30.9K | 0.09% | 91 |
|
|
2016
Q1 | $299K | Buy |
3,043
+654
| +27% | +$64.3K | 0.12% | 76 |
|
|
2015
Q4 | $210K | Buy |
2,389
+169
| +8% | +$14.9K | 0.07% | 89 |
|
|
2015
Q3 | $176K | Sell |
2,220
-396
| -15% | -$31.4K | 0.07% | 98 |
|
|
2015
Q2 | $210K | Buy |
2,616
+396
| +18% | +$31.8K | 0.07% | 94 |
|
|
2015
Q1 | $167K | Buy |
2,220
+305
| +16% | +$22.9K | 0.06% | 114 |
|
|
2014
Q4 | $156K | Buy |
1,915
+100
| +6% | +$8.15K | 0.06% | 106 |
|
|
2014
Q3 | $151K | Hold |
1,815
| – | – | 0.06% | 116 |
|
|
2014
Q2 | $153K | Hold |
1,815
| – | – | 0.06% | 128 |
|
|
2014
Q1 | $149K | Sell |
1,815
-168
| -8% | -$13.8K | 0.06% | 132 |
|
|
2013
Q4 | $173K | Sell |
1,983
-123
| -6% | -$10.7K | 0.07% | 117 |
|
|
2013
Q3 | $182K | Buy |
2,106
+166
| +9% | +$14.3K | 0.08% | 111 |
|
|
2013
Q2 | $168K | Buy |
+1,940
| New | +$168K | 0.08% | 110 |
|