Core Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37
| Closed | -$3.48K | – | 271 |
|
|
2023
Q4 | $3.48K | Sell |
37
-108
| -74% | -$10.2K | ﹤0.01% | 228 |
|
|
2023
Q3 | $13.4K | Hold |
145
| – | – | 0.01% | 136 |
|
|
2023
Q2 | $14.2K | Hold |
145
| – | – | 0.01% | 134 |
|
|
2023
Q1 | $14.1K | Hold |
145
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $14.7K | Buy |
+145
| New | +$14.7K | 0.01% | 138 |
|
|
2020
Q2 | – | Sell |
-62
| Closed | -$5K | – | 158 |
|
|
2020
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 107 |
|