BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $232K | Buy |
5,548
+107
| +2% | +$4.47K | 0.07% | 59 |
|
|
2022
Q1 | $284K | Hold |
5,441
| – | – | 0.07% | 53 |
|
|
2021
Q4 | $258K | Buy |
+5,441
| New | +$258K | 0.07% | 62 |
|
|
2019
Q3 | – | Sell |
-5,465
| Closed | -$253K | – | 54 |
|
|
2019
Q2 | $253K | Sell |
5,465
-2,026
| -27% | -$93.8K | 0.15% | 44 |
|
|
2019
Q1 | $430K | Sell |
7,491
-2,766
| -27% | -$159K | 0.25% | 37 |
|
|
2018
Q4 | $504K | Buy |
+10,257
| New | +$504K | 0.22% | 53 |
|