Aries Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,457
| Closed | -$217K | – | 160 |
|
|
2019
Q1 | $217K | Buy |
+2,457
| New | +$217K | 0.16% | 133 |
|
|
2018
Q4 | – | Sell |
-2,457
| Closed | -$200K | – | 126 |
|
|
2018
Q3 | $200K | Hold |
2,457
| – | – | 0.18% | 128 |
|
|
2018
Q2 | $212K | Hold |
2,457
| – | – | 0.2% | 119 |
|
|
2018
Q1 | $248K | Hold |
2,457
| – | – | 0.24% | 103 |
|
|
2017
Q4 | $268K | Buy |
+2,457
| New | +$268K | 0.25% | 94 |
|