Capstone Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,039
| Closed | -$202K | – | 106 |
|
|
2015
Q1 | $202K | Buy |
+4,039
| New | +$202K | 0.08% | 77 |
|
|
2014
Q3 | – | Sell |
-4,979
| Closed | -$209K | – | 83 |
|
|
2014
Q2 | $209K | Sell |
4,979
-624
| -11% | -$26.2K | 0.15% | 54 |
|
|
2014
Q1 | $209K | Sell |
5,603
-72
| -1% | -$2.69K | 0.13% | 51 |
|
|
2013
Q4 | $218K | Buy |
+5,675
| New | +$218K | 0.14% | 49 |
|