CWA
Clarus Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,352
| Closed | -$238K | – | 136 |
|
|
2023
Q1 | $238K | Buy |
+5,352
| New | +$238K | 0.15% | 106 |
|
|
2019
Q3 | – | Sell |
-3,978
| Closed | -$188K | – | 405 |
|
|
2019
Q2 | $188K | Sell |
3,978
-2
| -0.1% | -$95 | 0.14% | 120 |
|
|
2019
Q1 | $229K | Sell |
3,980
-32
| -0.8% | -$1.84K | 0.17% | 78 |
|
|
2018
Q4 | $198K | Sell |
4,012
-131
| -3% | -$6.47K | 0.31% | 82 |
|
|
2018
Q3 | $250K | Sell |
4,143
-404
| -9% | -$24.4K | 0.16% | 92 |
|
|
2018
Q2 | $283K | Hold |
4,547
| – | – | 0.21% | 60 |
|
|
2018
Q1 | $283K | Sell |
4,547
-4,480
| -50% | -$279K | 0.26% | 60 |
|
|
2017
Q4 | $645K | Buy |
+9,027
| New | +$645K | 0.62% | 22 |
|