ARQ Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,928
| Closed | -$206K | – | 50 |
|
2022
Q2 | $206K | Hold |
4,928
| – | – | 0.15% | 50 |
|
2022
Q1 | $257K | Sell |
4,928
-500
| -9% | -$26.1K | 0.17% | 47 |
|
2021
Q4 | $257K | Hold |
5,428
| – | – | 0.18% | 45 |
|
2021
Q3 | $247K | Buy |
5,428
+275
| +5% | +$12.5K | 0.16% | 45 |
|
2021
Q2 | $246K | Buy |
+5,153
| New | +$246K | 0.16% | 45 |
|