BHK Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,762
| Closed | -$320K | – | 86 |
|
|
2019
Q2 | $320K | Sell |
6,762
-1,411
| -17% | -$66.8K | 0.18% | 67 |
|
|
2019
Q1 | $469K | Buy |
8,173
+2,276
| +39% | +$131K | 0.28% | 51 |
|
|
2018
Q4 | $291K | Buy |
5,897
+734
| +14% | +$36.2K | 0.22% | 52 |
|
|
2018
Q3 | $311K | Buy |
5,163
+176
| +4% | +$10.6K | 0.21% | 55 |
|
|
2018
Q2 | $283K | Buy |
+4,987
| New | +$283K | 0.2% | 56 |
|