Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-883
| Closed | -$86.2K | – | 483 |
|
|
2023
Q2 | $86.2K | Buy |
883
+4
| +0.5% | +$391 | 0.09% | 156 |
|
|
2023
Q1 | $85.5K | Buy |
879
+5
| +0.6% | +$486 | 0.09% | 159 |
|
|
2022
Q4 | $88.5K | Buy |
874
+24
| +3% | +$2.43K | 0.07% | 128 |
|
|
2022
Q3 | $71K | Sell |
850
-18
| -2% | -$1.5K | 0.06% | 141 |
|
|
2022
Q2 | $86K | Buy |
868
+5
| +0.6% | +$495 | 0.06% | 135 |
|
|
2022
Q1 | $81K | Buy |
863
+44
| +5% | +$4.13K | 0.05% | 158 |
|
|
2021
Q4 | $78K | Buy |
819
+4
| +0.5% | +$381 | 0.05% | 187 |
|
|
2021
Q3 | $77K | Buy |
815
+155
| +23% | +$14.6K | 0.05% | 189 |
|
|
2021
Q2 | $65K | Buy |
660
+214
| +48% | +$21.1K | 0.04% | 216 |
|
|
2021
Q1 | $40K | Buy |
446
+5
| +1% | +$448 | 0.03% | 250 |
|
|
2020
Q4 | $37K | Buy |
+441
| New | +$37K | 0.02% | 228 |
|