Burt Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-735
| Closed | -$30K | – | 256 |
|
|
2020
Q4 | $30K | Hold |
735
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $28K | Hold |
735
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $29K | Hold |
735
| – | – | 0.01% | 212 |
|
|
2020
Q1 | $28K | Sell |
735
-90
| -11% | -$3.43K | 0.01% | 206 |
|
|
2019
Q4 | $41K | Sell |
825
-85
| -9% | -$4.22K | 0.02% | 187 |
|
|
2019
Q3 | $37K | Sell |
910
-225
| -20% | -$9.15K | 0.02% | 192 |
|
|
2019
Q2 | $54K | Hold |
1,135
| – | – | 0.02% | 165 |
|
|
2019
Q1 | $65K | Hold |
1,135
| – | – | 0.03% | 153 |
|
|
2018
Q4 | $56K | Sell |
1,135
-44
| -4% | -$2.17K | 0.03% | 168 |
|
|
2018
Q3 | $71K | Buy |
1,179
+394
| +50% | +$23.7K | 0.03% | 163 |
|
|
2018
Q2 | $45K | Hold |
785
| – | – | 0.02% | 184 |
|
|
2018
Q1 | $49K | Sell |
785
-50
| -6% | -$3.12K | 0.02% | 180 |
|
|
2017
Q4 | $60K | Hold |
835
| – | – | 0.04% | 165 |
|
|
2017
Q3 | $53K | Hold |
835
| – | – | 0.03% | 172 |
|
|
2017
Q2 | $62K | Buy |
835
+400
| +92% | +$29.7K | 0.04% | 165 |
|
|
2017
Q1 | $31K | Hold |
435
| – | – | 0.02% | 199 |
|
|
2016
Q4 | $29K | Hold |
435
| – | – | 0.03% | 208 |
|
|
2016
Q3 | $27K | Sell |
435
-100
| -19% | -$6.21K | 0.03% | 198 |
|
|
2016
Q2 | $36K | Sell |
535
-416
| -44% | -$28K | 0.04% | 176 |
|
|
2016
Q1 | $60K | Buy |
951
+757
| +390% | +$47.8K | 0.05% | 151 |
|
|
2015
Q4 | $54K | Sell |
194
-1,081
| -85% | -$301K | 0.04% | 143 |
|
|
2015
Q3 | $69K | Buy |
1,275
+500
| +65% | +$27.1K | 0.09% | 113 |
|
|
2015
Q2 | $37K | Buy |
775
+200
| +35% | +$9.55K | 0.04% | 161 |
|
|
2015
Q1 | $29K | Hold |
575
| – | – | 0.03% | 167 |
|
|
2014
Q4 | $28K | Buy |
+575
| New | +$28K | 0.03% | 167 |
|