Braver Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,224
| Closed | -$328K | – | 150 |
|
|
2016
Q2 | $328K | Sell |
3,224
-923
| -22% | -$93.9K | 0.06% | 114 |
|
|
2016
Q1 | $407K | Sell |
4,147
-29,098
| -88% | -$2.86M | 0.07% | 114 |
|
|
2015
Q4 | $2.92M | Buy |
33,245
+1,406
| +4% | +$124K | 0.6% | 42 |
|
|
2015
Q3 | $2.53M | Buy |
31,839
+6,683
| +27% | +$530K | 0.63% | 46 |
|
|
2015
Q2 | $2.02M | Sell |
25,156
-79
| -0.3% | -$6.33K | 0.49% | 47 |
|
|
2015
Q1 | $1.9M | Buy |
+25,235
| New | +$1.9M | 0.39% | 52 |
|