Clearview Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,264
| Closed | -$57.3K | – | 422 |
|
|
2023
Q2 | $57.3K | Sell |
1,264
-129
| -9% | -$5.84K | 0.06% | 191 |
|
|
2023
Q1 | $62.2K | Sell |
1,393
-121
| -8% | -$5.4K | 0.06% | 183 |
|
|
2022
Q4 | $69.2K | Sell |
1,514
-124
| -8% | -$5.67K | 0.05% | 147 |
|
|
2022
Q3 | $66K | Buy |
1,638
+25
| +2% | +$1.01K | 0.05% | 148 |
|
|
2022
Q2 | $67K | Buy |
1,613
+19
| +1% | +$789 | 0.05% | 158 |
|
|
2022
Q1 | $83K | Sell |
1,594
-5
| -0.3% | -$260 | 0.05% | 152 |
|
|
2021
Q4 | $76K | Sell |
1,599
-44
| -3% | -$2.09K | 0.05% | 190 |
|
|
2021
Q3 | $75K | Buy |
1,643
+20
| +1% | +$913 | 0.05% | 192 |
|
|
2021
Q2 | $77K | Sell |
1,623
-173
| -10% | -$8.21K | 0.05% | 199 |
|
|
2021
Q1 | $92K | Buy |
1,796
+231
| +15% | +$11.8K | 0.06% | 163 |
|
|
2020
Q4 | $64K | Buy |
+1,565
| New | +$64K | 0.04% | 178 |
|