CW
Cobiz Wealth’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$211K | – | 136 |
|
|
2017
Q4 | $211K | Hold |
2,000
| – | – | 0.04% | 129 |
|
|
2017
Q3 | $222K | Sell |
2,000
-12
| -0.6% | -$1.33K | 0.05% | 122 |
|
|
2017
Q2 | $236K | Sell |
2,012
-69
| -3% | -$8.09K | 0.05% | 124 |
|
|
2017
Q1 | $235K | Sell |
2,081
-135
| -6% | -$15.2K | 0.05% | 128 |
|
|
2016
Q4 | $203K | Buy |
2,216
+110
| +5% | +$10.1K | 0.05% | 137 |
|
|
2016
Q3 | $205K | Hold |
2,106
| – | – | 0.05% | 133 |
|
|
2016
Q2 | $214K | Hold |
2,106
| – | – | 0.05% | 131 |
|
|
2016
Q1 | $207K | Sell |
2,106
-300
| -12% | -$29.5K | 0.05% | 138 |
|
|
2015
Q4 | $212K | Buy |
+2,406
| New | +$212K | 0.05% | 139 |
|
|
2013
Q3 | – | Sell |
-2,100
| Closed | -$182K | – | 296 |
|
|
2013
Q2 | $182K | Buy |
+2,100
| New | +$182K | 0.05% | 106 |
|