Coulter & Justus Financial Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,111
| Closed | -$206K | – | 111 |
|
2023
Q4 | $206K | Buy |
+5,111
| New | +$206K | 0.14% | 40 |
|
2023
Q3 | – | Sell |
-4,435
| Closed | -$201K | – | 45 |
|
2023
Q2 | $201K | Buy |
+4,435
| New | +$201K | 0.14% | 41 |
|
2023
Q1 | – | Sell |
-4,447
| Closed | -$203K | – | 51 |
|
2022
Q4 | $203K | Buy |
+4,447
| New | +$203K | 0.14% | 49 |
|