Bellwether Investment Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $242K | Hold |
2,295
| – | – | 0.97% | 48 |
|
|
2017
Q3 | $255K | Hold |
2,295
| – | – | 1.2% | 38 |
|
|
2017
Q2 | $270K | Sell |
2,295
-52
| -2% | -$6.12K | 1.25% | 39 |
|
|
2017
Q1 | $265K | Sell |
2,347
-61
| -3% | -$6.89K | 0.7% | 38 |
|
|
2016
Q4 | $220K | Buy |
+2,408
| New | +$220K | 0.2% | 126 |
|
|
2016
Q2 | $330K | Buy |
+3,243
| New | +$330K | 0.36% | 80 |
|