BMS Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,953
| Closed | -$501K | – | 116 |
|
|
2022
Q4 | $501K | Sell |
10,953
-931
| -8% | -$42.6K | 0.33% | 57 |
|
|
2022
Q3 | $480K | Sell |
11,884
-457
| -4% | -$18.5K | 0.34% | 63 |
|
|
2022
Q2 | $515K | Buy |
12,341
+555
| +5% | +$23.2K | 0.34% | 55 |
|
|
2022
Q1 | $616K | Buy |
11,786
+453
| +4% | +$23.7K | 0.39% | 50 |
|
|
2021
Q4 | $537K | Buy |
+11,333
| New | +$537K | 0.34% | 60 |
|