Capital Directions Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.1K | Buy |
+218
| New | +$22.1K | 0.01% | 167 |
|
|
2022
Q3 | – | Sell |
-6,043
| Closed | -$597K | – | 39 |
|
|
2022
Q2 | $597K | Hold |
6,043
| – | – | 0.2% | 41 |
|
|
2022
Q1 | $568K | Hold |
6,043
| – | – | 0.17% | 43 |
|
|
2021
Q4 | $574K | Buy |
6,043
+5,918
| +4,734% | +$562K | 0.17% | 44 |
|
|
2021
Q3 | $12K | Hold |
125
| – | – | ﹤0.01% | 230 |
|
|
2021
Q2 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 205 |
|
|
2021
Q1 | – | Sell |
-125
| Closed | -$10K | – | 298 |
|
|
2020
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 179 |
|
|
2020
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 185 |
|
|
2020
Q2 | $9K | Sell |
125
-173
| -58% | -$12.5K | ﹤0.01% | 192 |
|
|
2020
Q1 | $22K | Hold |
298
| – | – | 0.01% | 157 |
|
|
2019
Q4 | $25K | Hold |
298
| – | – | 0.01% | 175 |
|
|
2019
Q3 | $23K | Buy |
+298
| New | +$23K | 0.01% | 180 |
|
|
2018
Q3 | – | Sell |
-1,934
| Closed | -$156K | – | 212 |
|
|
2018
Q2 | $156K | Buy |
+1,934
| New | +$156K | 0.07% | 41 |
|