Conservest Capital Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,817
| Closed | -$230K | – | 84 |
|
|
2018
Q3 | $230K | Hold |
3,817
| – | – | 0.03% | 75 |
|
|
2018
Q2 | $217K | Sell |
3,817
-586
| -13% | -$33.3K | 0.03% | 75 |
|
|
2018
Q1 | $274K | Sell |
4,403
-141
| -3% | -$8.77K | 0.06% | 61 |
|
|
2017
Q4 | $324K | Buy |
4,544
+42
| +0.9% | +$3K | 0.06% | 61 |
|
|
2017
Q3 | $286K | Sell |
4,502
-92
| -2% | -$5.85K | 0.05% | 82 |
|
|
2017
Q2 | $342K | Buy |
4,594
+35
| +0.8% | +$2.61K | 0.07% | 58 |
|
|
2017
Q1 | $326K | Buy |
+4,559
| New | +$326K | 0.07% | 60 |
|