Drive Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,009
| Closed | -$216K | – | 318 |
|
|
2023
Q3 | $216K | Sell |
5,009
-935
| -16% | -$40.2K | 0.08% | 232 |
|
|
2023
Q2 | $275K | Sell |
5,944
-793
| -12% | -$36.7K | 0.1% | 191 |
|
|
2023
Q1 | $307K | Sell |
6,737
-715
| -10% | -$32.6K | 0.13% | 169 |
|
|
2022
Q4 | $348K | Buy |
+7,452
| New | +$348K | 0.17% | 142 |
|