Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,456
| Closed | -$257K | – | 136 |
|
|
2017
Q2 | $257K | Sell |
3,456
-1,939
| -36% | -$144K | 0.06% | 120 |
|
|
2017
Q1 | $385K | Buy |
5,395
+646
| +14% | +$46.1K | 0.09% | 110 |
|
|
2016
Q4 | $321K | Buy |
+4,749
| New | +$321K | 0.09% | 123 |
|
|
2013
Q3 | – | Sell |
-23,538
| Closed | -$824K | – | 168 |
|
|
2013
Q2 | $824K | Buy |
+23,538
| New | +$824K | 0.28% | 114 |
|