Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,740
| Closed | -$286K | – | 131 |
|
|
2019
Q4 | $286K | Sell |
5,740
-1,240
| -18% | -$61.8K | 0.13% | 113 |
|
|
2019
Q3 | $285K | Sell |
6,980
-2,805
| -29% | -$115K | 0.14% | 118 |
|
|
2019
Q2 | $463K | Sell |
9,785
-70
| -0.7% | -$3.31K | 0.22% | 90 |
|
|
2019
Q1 | $566K | Sell |
9,855
-70
| -0.7% | -$4.02K | 0.27% | 81 |
|
|
2018
Q4 | $490K | Sell |
9,925
-340
| -3% | -$16.8K | 0.25% | 83 |
|
|
2018
Q3 | $619K | Hold |
10,265
| – | – | 0.27% | 79 |
|
|
2018
Q2 | $583K | Hold |
10,265
| – | – | 0.28% | 79 |
|
|
2018
Q1 | $640K | Sell |
10,265
-500
| -5% | -$31.2K | 0.32% | 75 |
|
|
2017
Q4 | $769K | Buy |
+10,765
| New | +$769K | 0.39% | 53 |
|