CPA
Clear Perspective Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $303K | Buy |
3,192
+635
| +25% | +$60.3K | 0.09% | 138 |
|
|
2021
Q3 | $242K | Sell |
2,557
-75
| -3% | -$7.1K | 0.08% | 148 |
|
|
2021
Q2 | $261K | Sell |
2,632
-498
| -16% | -$49.4K | 0.09% | 140 |
|
|
2021
Q1 | $278K | Buy |
3,130
+610
| +24% | +$54.2K | 0.11% | 127 |
|
|
2020
Q4 | $209K | Sell |
2,520
-164
| -6% | -$13.6K | 0.09% | 138 |
|
|
2020
Q3 | $251 | Sell |
2,684
-367
| -12% | -$34 | 0.12% | 119 |
|
|
2020
Q2 | $214K | Buy |
3,051
+232
| +8% | +$16.3K | 0.12% | 115 |
|
|
2020
Q1 | $206K | Sell |
2,819
-1,399
| -33% | -$102K | 0.14% | 107 |
|
|
2019
Q4 | $359K | Sell |
4,218
-1,430
| -25% | -$122K | 0.22% | 98 |
|
|
2019
Q3 | $429K | Sell |
5,648
-175
| -3% | -$13.3K | 0.19% | 93 |
|
|
2019
Q2 | $457K | Sell |
5,823
-391
| -6% | -$30.7K | 0.29% | 86 |
|
|
2019
Q1 | $536K | Hold |
6,214
| – | – | 0.38% | 71 |
|
|
2018
Q4 | $415K | Sell |
6,214
-600
| -9% | -$40.1K | 0.35% | 87 |
|
|
2018
Q3 | $556K | Buy |
6,814
+100
| +1% | +$8.16K | 0.41% | 75 |
|
|
2018
Q2 | $542K | Sell |
6,714
-1,067
| -14% | -$86.1K | 0.38% | 77 |
|
|
2018
Q1 | $773K | Hold |
7,781
| – | – | 0.58% | 42 |
|
|
2017
Q4 | $822K | Hold |
7,781
| – | – | 0.63% | 37 |
|
|
2017
Q3 | $864K | Sell |
7,781
-163
| -2% | -$18.1K | 0.71% | 37 |
|
|
2017
Q2 | $933K | Hold |
7,944
| – | – | 0.78% | 37 |
|
|
2017
Q1 | $897K | Hold |
7,944
| – | – | 0.59% | 41 |
|
|
2016
Q4 | $727K | Buy |
+7,944
| New | +$727K | 0.48% | 46 |
|