CT Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $85.7K | Hold |
1,200
| – | – | 0.05% | 215 |
|
|
2016
Q4 | $81.1K | Hold |
1,200
| – | – | 0.05% | 221 |
|
|
2016
Q3 | $75.9K | Hold |
1,200
| – | – | 0.05% | 223 |
|
|
2016
Q2 | $82.8K | Sell |
1,200
-1,200
| -50% | -$82.8K | 0.05% | 219 |
|
|
2016
Q1 | $150K | Hold |
2,400
| – | – | 0.08% | 176 |
|
|
2015
Q4 | $140K | Hold |
2,400
| – | – | 0.08% | 176 |
|
|
2015
Q3 | $131K | Hold |
2,400
| – | – | 0.08% | 180 |
|
|
2015
Q2 | $117K | Hold |
2,400
| – | – | 0.07% | 204 |
|
|
2015
Q1 | $120K | Hold |
2,400
| – | – | 0.07% | 211 |
|
|
2014
Q4 | $118K | Buy |
+2,400
| New | +$118K | 0.09% | 160 |
|
|
2014
Q1 | $120K | Buy |
+2,400
| New | +$120K | 0.07% | 211 |
|