Bristol Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $601K | Buy |
+6,800
| New | +$601K | 1.4% | 11 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$212K | – | 69 |
|
|
2018
Q3 | $212K | Buy |
+2,600
| New | +$212K | 0.35% | 38 |
|
|
2017
Q4 | – | Sell |
-6,500
| Closed | -$722K | – | 87 |
|
|
2017
Q3 | $722K | Buy |
6,500
+1,000
| +18% | +$111K | 0.73% | 30 |
|
|
2017
Q2 | $646K | Sell |
5,500
-3,700
| -40% | -$435K | 0.43% | 17 |
|
|
2017
Q1 | $1.04M | Buy |
9,200
+4,300
| +88% | +$486K | 1.18% | 10 |
|
|
2016
Q4 | $448K | Buy |
+4,900
| New | +$448K | 0.45% | 37 |
|