Blue Chip Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,240
| Closed | -$212K | – | 99 |
|
|
2019
Q4 | $212K | Sell |
4,240
-2,202
| -34% | -$110K | 0.2% | 99 |
|
|
2019
Q3 | $263K | Sell |
6,442
-570
| -8% | -$23.3K | 0.27% | 82 |
|
|
2019
Q2 | $332K | Sell |
7,012
-362
| -5% | -$17.1K | 0.35% | 64 |
|
|
2019
Q1 | $424K | Sell |
7,374
-416
| -5% | -$23.9K | 0.48% | 56 |
|
|
2018
Q4 | $385K | Sell |
7,790
-1,767
| -18% | -$87.3K | 0.51% | 53 |
|
|
2018
Q3 | $576K | Sell |
9,557
-1,302
| -12% | -$78.5K | 0.58% | 47 |
|
|
2018
Q2 | $617K | Buy |
10,859
+429
| +4% | +$24.4K | 0.67% | 43 |
|
|
2018
Q1 | $650K | Buy |
+10,430
| New | +$650K | 0.67% | 39 |
|