D. Scott Neal’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,265
| Closed | -$325K | – | 135 |
|
|
2018
Q1 | $325K | Hold |
3,265
| – | – | 0.18% | 29 |
|
|
2017
Q4 | $345K | Hold |
3,265
| – | – | 0.21% | 33 |
|
|
2017
Q3 | $362K | Hold |
3,265
| – | – | 0.22% | 30 |
|
|
2017
Q2 | $383K | Hold |
3,265
| – | – | 0.26% | 30 |
|
|
2017
Q1 | $369K | Hold |
3,265
| – | – | 0.24% | 30 |
|
|
2016
Q4 | $299K | Hold |
3,265
| – | – | 0.21% | 30 |
|
|
2016
Q3 | $317K | Buy |
3,265
+3,238
| +11,993% | +$314K | 0.25% | 24 |
|
|
2016
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 147 |
|
|
2016
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 133 |
|