Atlantic Private Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,458
| Closed | -$377K | – | 112 |
|
|
2023
Q1 | $377K | Hold |
8,458
| – | – | 0.4% | 22 |
|
|
2022
Q4 | $387K | Hold |
8,458
| – | – | 0.42% | 27 |
|
|
2022
Q3 | $342K | Hold |
8,458
| – | – | 0.38% | 29 |
|
|
2022
Q2 | $353K | Hold |
8,458
| – | – | 0.36% | 27 |
|
|
2022
Q1 | $442K | Hold |
8,458
| – | – | 0.42% | 20 |
|
|
2021
Q4 | $401K | Buy |
+8,458
| New | +$401K | 0.35% | 21 |
|