Aris Wealth Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $29K | Sell |
362
-354
| -49% | -$28.4K | 0.06% | 132 |
|
|
2015
Q2 | $57K | Sell |
716
-570
| -44% | -$45.4K | 0.05% | 192 |
|
|
2015
Q1 | $97K | Buy |
+1,286
| New | +$97K | 0.09% | 142 |
|
|
2014
Q1 | – | Sell |
-5,431
| Closed | -$473K | – | 103 |
|
|
2013
Q4 | $473K | Buy |
5,431
+1,298
| +31% | +$113K | 0.8% | 43 |
|
|
2013
Q3 | $358K | Buy |
+4,133
| New | +$358K | 0.66% | 56 |
|