Cornerstone Financial Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $728K | Buy |
6,872
+5,025
| +272% | +$532K | 0.24% | 75 |
|
|
2017
Q3 | $205K | Hold |
1,847
| – | – | 0.08% | 108 |
|
|
2017
Q2 | $216K | Hold |
1,847
| – | – | 0.09% | 112 |
|
|
2017
Q1 | $209K | Sell |
1,847
-2,869
| -61% | -$325K | 0.07% | 135 |
|
|
2016
Q4 | $430K | Buy |
4,716
+11
| +0.2% | +$1K | 0.14% | 108 |
|
|
2016
Q3 | $457K | Sell |
4,705
-170
| -3% | -$16.5K | 0.16% | 95 |
|
|
2016
Q2 | $494K | Sell |
4,875
-11,439
| -70% | -$1.16M | 0.18% | 100 |
|
|
2016
Q1 | $1.6M | Buy |
16,314
+12,813
| +366% | +$1.25M | 0.62% | 47 |
|
|
2015
Q4 | $309K | Buy |
+3,501
| New | +$309K | 0.11% | 118 |
|