Clear Perspective Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $395K | Buy |
8,336
+168
| +2% | +$7.96K | 0.12% | 114 |
|
|
2021
Q3 | $372K | Buy |
8,168
+6
| +0.1% | +$273 | 0.13% | 109 |
|
|
2021
Q2 | $389K | Sell |
8,162
-364
| -4% | -$17.3K | 0.14% | 109 |
|
|
2021
Q1 | $436K | Buy |
8,526
+209
| +3% | +$10.7K | 0.17% | 96 |
|
|
2020
Q4 | $341K | Sell |
8,317
-1,870
| -18% | -$76.7K | 0.14% | 106 |
|
|
2020
Q3 | $379 | Sell |
10,187
-874
| -8% | -$33 | 0.18% | 95 |
|
|
2020
Q2 | $434K | Buy |
11,061
+69
| +0.6% | +$2.71K | 0.24% | 77 |
|
|
2020
Q1 | $425K | Sell |
10,992
-2,414
| -18% | -$93.3K | 0.28% | 69 |
|
|
2019
Q4 | $669K | Sell |
13,406
-1,500
| -10% | -$74.9K | 0.41% | 58 |
|
|
2019
Q3 | $610K | Buy |
14,906
+100
| +0.7% | +$4.09K | 0.28% | 73 |
|
|
2019
Q2 | $701K | Sell |
14,806
-650
| -4% | -$30.8K | 0.45% | 55 |
|
|
2019
Q1 | $872K | Buy |
15,456
+900
| +6% | +$50.8K | 0.62% | 43 |
|
|
2018
Q4 | $719K | Sell |
14,556
-281
| -2% | -$13.9K | 0.6% | 48 |
|
|
2018
Q3 | $895K | Sell |
14,837
-50
| -0.3% | -$3.02K | 0.66% | 42 |
|
|
2018
Q2 | $845K | Sell |
14,887
-2,753
| -16% | -$156K | 0.59% | 40 |
|
|
2018
Q1 | $1.1M | Sell |
17,640
-231
| -1% | -$14.4K | 0.82% | 27 |
|
|
2017
Q4 | $1.28M | Sell |
17,871
-378
| -2% | -$27K | 0.98% | 21 |
|
|
2017
Q3 | $1.16M | Sell |
18,249
-478
| -3% | -$30.3K | 0.94% | 22 |
|
|
2017
Q2 | $1.4M | Sell |
18,727
-285
| -1% | -$21.2K | 1.17% | 19 |
|
|
2017
Q1 | $1.36M | Sell |
19,012
-50
| -0.3% | -$3.57K | 0.9% | 23 |
|
|
2016
Q4 | $1.29M | Buy |
+19,062
| New | +$1.29M | 0.86% | 27 |
|