Domani Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,414
| Closed | -$428K | – | 114 |
|
|
2018
Q4 | $428K | Buy |
+6,414
| New | +$428K | 0.2% | 58 |
|
|
2018
Q3 | – | Sell |
-3,977
| Closed | -$321K | – | 110 |
|
|
2018
Q2 | $321K | Sell |
3,977
-637
| -14% | -$51.4K | 0.15% | 80 |
|
|
2018
Q1 | $459K | Sell |
4,614
-848
| -16% | -$84.4K | 0.2% | 58 |
|
|
2017
Q4 | $577K | Buy |
5,462
+140
| +3% | +$14.8K | 0.25% | 52 |
|
|
2017
Q3 | $591K | Sell |
5,322
-1,790
| -25% | -$199K | 0.25% | 52 |
|
|
2017
Q2 | $835K | Buy |
7,112
+2
| +0% | +$235 | 0.34% | 44 |
|
|
2017
Q1 | $803K | Sell |
7,110
-441
| -6% | -$49.8K | 0.33% | 47 |
|
|
2016
Q4 | $691K | Sell |
7,551
-1,627
| -18% | -$149K | 0.28% | 53 |
|
|
2016
Q3 | $892K | Sell |
9,178
-3,340
| -27% | -$325K | 0.34% | 47 |
|
|
2016
Q2 | $1.27M | Sell |
12,518
-2,661
| -18% | -$271K | 0.49% | 39 |
|
|
2016
Q1 | $1.49M | Sell |
15,179
-328
| -2% | -$32.3K | 0.56% | 38 |
|
|
2015
Q4 | $1.36M | Buy |
15,507
+450
| +3% | +$39.6K | 0.53% | 38 |
|
|
2015
Q3 | $1.19M | Buy |
15,057
+329
| +2% | +$26.1K | 0.65% | 28 |
|
|
2015
Q2 | $1.18M | Buy |
14,728
+13,396
| +1,006% | +$1.07M | 0.64% | 30 |
|
|
2015
Q1 | $17.7K | Buy |
+1,332
| New | +$17.7K | 0.27% | 36 |
|