CT Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $141K | Hold |
1,250
| – | – | 0.09% | 175 |
|
|
2016
Q4 | $114K | Hold |
1,250
| – | – | 0.07% | 186 |
|
|
2016
Q3 | $122K | Hold |
1,250
| – | – | 0.07% | 184 |
|
|
2016
Q2 | $127K | Sell |
1,250
-1,200
| -49% | -$122K | 0.08% | 183 |
|
|
2016
Q1 | $240K | Hold |
2,450
| – | – | 0.14% | 130 |
|
|
2015
Q4 | $215K | Hold |
2,450
| – | – | 0.12% | 141 |
|
|
2015
Q3 | $194K | Hold |
2,450
| – | – | 0.12% | 141 |
|
|
2015
Q2 | $196K | Hold |
2,450
| – | – | 0.11% | 153 |
|
|
2015
Q1 | $185K | Hold |
2,450
| – | – | 0.1% | 164 |
|
|
2014
Q4 | $200K | Buy |
+2,450
| New | +$200K | 0.15% | 115 |
|
|
2014
Q1 | $185K | Buy |
+2,450
| New | +$185K | 0.1% | 164 |
|