Compass Financial 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
Q2 | – | Sell |
-2,158
| Closed | -$210K | – | 72 |
|
|
2023
Q1 | $210K | Hold |
2,158
| – | – | 0.27% | 116 |
|
|
2022
Q4 | $218K | Buy |
+2,158
| New | +$218K | 0.29% | 112 |
|
|
2022
Q3 | – | Sell |
-2,158
| Closed | -$213K | – | 123 |
|
|
2022
Q2 | $213K | Hold |
2,158
| – | – | 0.29% | 116 |
|
|
2022
Q1 | $203K | Hold |
2,158
| – | – | 0.22% | 134 |
|
|
2021
Q4 | $205K | Buy |
+2,158
| New | +$205K | 0.23% | 129 |
|