CWM
Capital Wealth Management’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,708
| Closed | -$213K | – | 39 |
|
2019
Q2 | $213K | Buy |
2,708
+60
| +2% | +$4.72K | 0.21% | 33 |
|
2019
Q1 | $234K | Buy |
+2,648
| New | +$234K | 0.23% | 32 |
|
2018
Q4 | – | Sell |
-2,465
| Closed | -$201K | – | 39 |
|
2018
Q3 | $201K | Buy |
+2,465
| New | +$201K | 0.18% | 40 |
|
2018
Q2 | – | Sell |
-2,465
| Closed | -$245K | – | 40 |
|
2018
Q1 | $245K | Sell |
2,465
-1,235
| -33% | -$123K | 0.23% | 33 |
|
2017
Q4 | $391K | Buy |
+3,700
| New | +$391K | 0.34% | 33 |
|