CLA (CliftonLarsonAllen) Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,777
| Closed | -$548K | – | 264 |
|
|
2021
Q3 | $548K | Sell |
5,777
-46
| -0.8% | -$4.36K | 0.02% | 211 |
|
|
2021
Q2 | $577K | Buy |
+5,823
| New | +$577K | 0.02% | 210 |
|
|
2017
Q2 | – | Sell |
-10,052
| Closed | -$1.14M | – | 136 |
|
|
2017
Q1 | $1.14M | Buy |
10,052
+30
| +0.3% | +$3.39K | 0.13% | 91 |
|
|
2016
Q4 | $917K | Buy |
+10,022
| New | +$917K | 0.1% | 93 |
|
|
2015
Q3 | – | Sell |
-5,533
| Closed | -$444K | – | 148 |
|
|
2015
Q2 | $444K | Buy |
+5,533
| New | +$444K | 0.09% | 115 |
|