Cooper Financial Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,924
| Closed | -$224K | – | 258 |
|
|
2021
Q3 | $224K | Buy |
4,924
+93
| +2% | +$4.23K | 0.05% | 228 |
|
|
2021
Q2 | $230K | Buy |
4,831
+13
| +0.3% | +$619 | 0.05% | 225 |
|
|
2021
Q1 | $246K | Sell |
4,818
-4,186
| -46% | -$214K | 0.06% | 206 |
|
|
2020
Q4 | $369K | Buy |
9,004
+3,283
| +57% | +$135K | 0.08% | 186 |
|
|
2020
Q3 | $221K | Buy |
5,721
+151
| +3% | +$5.83K | 0.06% | 184 |
|
|
2020
Q2 | $219K | Buy |
5,570
+344
| +7% | +$13.5K | 0.07% | 172 |
|
|
2020
Q1 | $202K | Buy |
+5,226
| New | +$202K | 0.08% | 142 |
|
|
2019
Q1 | – | Sell |
-5,366
| Closed | -$265K | – | 112 |
|
|
2018
Q4 | $265K | Buy |
+5,366
| New | +$265K | 0.18% | 80 |
|