Compass Financial 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
Q1 | – | Sell |
-8,299
| Closed | -$379K | – | 132 |
|
|
2022
Q4 | $379K | Buy |
8,299
+107
| +1% | +$4.89K | 0.51% | 67 |
|
|
2022
Q3 | $331K | Buy |
8,192
+155
| +2% | +$6.26K | 0.49% | 70 |
|
|
2022
Q2 | $336K | Buy |
8,037
+3
| +0% | +$125 | 0.46% | 78 |
|
|
2022
Q1 | $420K | Buy |
8,034
+1,492
| +23% | +$78K | 0.46% | 78 |
|
|
2021
Q4 | $310K | Buy |
+6,542
| New | +$310K | 0.34% | 95 |
|