Asset Planning Services Inc’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-69,245
| Closed | -$2.83M | – | 40 |
|
|
2019
Q3 | $2.83M | Sell |
69,245
-2,240
| -3% | -$91.6K | 1.84% | 29 |
|
|
2019
Q2 | $3.39M | Buy |
71,485
+845
| +1% | +$40K | 2.2% | 29 |
|
|
2019
Q1 | $4.06M | Sell |
70,640
-200
| -0.3% | -$11.5K | 2.78% | 18 |
|
|
2018
Q4 | $3.5M | Buy |
70,840
+3,250
| +5% | +$161K | 2.66% | 22 |
|
|
2018
Q3 | $4.08M | Sell |
67,590
-475
| -0.7% | -$28.6K | 2.79% | 19 |
|
|
2018
Q2 | $3.87M | Buy |
68,065
+930
| +1% | +$52.8K | 2.78% | 21 |
|
|
2018
Q1 | $4.18M | Sell |
67,135
-845
| -1% | -$52.7K | 3.09% | 16 |
|
|
2017
Q4 | $4.85M | Buy |
67,980
+395
| +0.6% | +$28.2K | 3.42% | 7 |
|
|
2017
Q3 | $4.29M | Buy |
67,585
+750
| +1% | +$47.6K | 3.47% | 14 |
|
|
2017
Q2 | $4.98M | Sell |
66,835
-20
| -0% | -$1.49K | 4.18% | 1 |
|
|
2017
Q1 | $4.78M | Sell |
66,855
-2,530
| -4% | -$181K | 4.06% | 2 |
|
|
2016
Q4 | $4.69M | Buy |
+69,385
| New | +$4.69M | 4.41% | 1 |
|