Catamount Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $88K | Buy |
+1,000
| New | +$88K | 0.05% | 66 |
|
|
2017
Q2 | – | Sell |
-103
| Closed | -$12K | – | 186 |
|
|
2017
Q1 | $12K | Hold |
103
| – | – | 0.01% | 130 |
|
|
2016
Q4 | $9K | Hold |
103
| – | – | 0.01% | 121 |
|
|
2016
Q3 | $10K | Buy |
103
+30
| +41% | +$2.91K | 0.01% | 112 |
|
|
2016
Q2 | $7K | Hold |
73
| – | – | 0.01% | 108 |
|
|
2016
Q1 | $7K | Buy |
+73
| New | +$7K | 0.01% | 104 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | -$3K | – | 152 |
|
|
2015
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 118 |
|
|
2015
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 157 |
|
|
2015
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 129 |
|
|
2014
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 111 |
|