Core Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-170
| Closed | -$7.42K | – | 167 |
|
|
2024
Q1 | $7.42K | Hold |
170
| – | – | ﹤0.01% | 205 |
|
|
2023
Q4 | $6.86K | Buy |
170
+59
| +53% | +$2.38K | ﹤0.01% | 203 |
|
|
2023
Q3 | $4.67K | Hold |
111
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $5.03K | Sell |
111
-1,079
| -91% | -$48.9K | ﹤0.01% | 193 |
|
|
2023
Q1 | $53.1K | Buy |
1,190
+224
| +23% | +$10K | 0.02% | 78 |
|
|
2022
Q4 | $44.2K | Buy |
966
+594
| +160% | +$27.2K | 0.02% | 83 |
|
|
2022
Q3 | $15K | Buy |
+372
| New | +$15K | 0.01% | 120 |
|
|
2020
Q2 | – | Sell |
-56
| Closed | -$2K | – | 152 |
|
|
2020
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 133 |
|