BHK Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,799
| Closed | -$204K | – | 60 |
|
|
2020
Q1 | $204K | Buy |
2,799
+5
| +0.2% | +$364 | 0.15% | 50 |
|
|
2019
Q4 | $238K | Sell |
2,794
-423
| -13% | -$36K | 0.14% | 59 |
|
|
2019
Q3 | $244K | Sell |
3,217
-1,065
| -25% | -$80.8K | 0.14% | 70 |
|
|
2019
Q2 | $336K | Buy |
4,282
+150
| +4% | +$11.8K | 0.19% | 64 |
|
|
2019
Q1 | $365K | Sell |
4,132
-232
| -5% | -$20.5K | 0.22% | 61 |
|
|
2018
Q4 | $291K | Buy |
4,364
+207
| +5% | +$13.8K | 0.22% | 53 |
|
|
2018
Q3 | $339K | Buy |
4,157
+547
| +15% | +$44.6K | 0.23% | 52 |
|
|
2018
Q2 | $291K | Buy |
3,610
+1,486
| +70% | +$120K | 0.2% | 53 |
|
|
2018
Q1 | $211K | Buy |
+2,124
| New | +$211K | 0.16% | 62 |
|