CWA
Constellation Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,308
| Closed | -$475K | – | 181 |
|
|
2015
Q1 | $475K | Buy |
6,308
+94
| +2% | +$7.08K | 0.04% | 144 |
|
|
2014
Q4 | $506K | Sell |
6,214
-10
| -0.2% | -$814 | 0.04% | 138 |
|
|
2014
Q3 | $519K | Sell |
6,224
-50
| -0.8% | -$4.17K | 0.05% | 141 |
|
|
2014
Q2 | $529K | Hold |
6,274
| – | – | 0.06% | 121 |
|
|
2014
Q1 | $514K | Hold |
6,274
| – | – | 0.05% | 141 |
|
|
2013
Q4 | $547K | Sell |
6,274
-906
| -13% | -$79K | 0.05% | 146 |
|
|
2013
Q3 | $622K | Buy |
7,180
+1,991
| +38% | +$172K | 0.07% | 130 |
|
|
2013
Q2 | $450K | Buy |
+5,189
| New | +$450K | 0.05% | 141 |
|