Bridgeworth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,767
| Closed | -$157K | – | 391 |
|
2018
Q2 | $157K | Buy |
+2,767
| New | +$157K | 0.07% | 164 |
|
2017
Q3 | – | Sell |
-3,788
| Closed | -$278K | – | 104 |
|
2017
Q2 | $278K | Buy |
3,788
+454
| +14% | +$33.3K | 0.14% | 114 |
|
2017
Q1 | $239K | Sell |
3,334
-1,527
| -31% | -$109K | 0.13% | 123 |
|
2016
Q4 | $329K | Buy |
+4,861
| New | +$329K | 0.18% | 89 |
|