Cavalier Investments’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 |
-14,700
| Closed | -$1.05M | – | 169 |
|
|
2017
Q2 | $1.05M | Hold |
14,700
| – | – | 0.58% | 40 |
|
|
2017
Q1 | $1.05M | Hold |
14,700
| – | – | 0.59% | 36 |
|
|
2016
Q4 | $994K | Sell |
14,700
-10,000
| -40% | -$676K | 0.64% | 30 |
|
|
2016
Q3 | $1.56M | Hold |
24,700
| – | – | 0.95% | 19 |
|
|
2016
Q2 | $1.7M | Hold |
24,700
| – | – | 1% | 19 |
|
|
2016
Q1 | $1.55M | Buy |
+24,700
| New | +$1.55M | 0.89% | 22 |
|