Dumont & Blake Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,751
| Closed | -$730K | – | 153 |
|
|
2014
Q3 | $730K | Hold |
8,751
| – | – | 0.38% | 100 |
|
|
2014
Q2 | $738K | Sell |
8,751
-105
| -1% | -$8.86K | 0.37% | 103 |
|
|
2014
Q1 | $725K | Sell |
8,856
-275
| -3% | -$22.5K | 0.38% | 103 |
|
|
2013
Q4 | $796K | Sell |
9,131
-7,811
| -46% | -$681K | 0.41% | 98 |
|
|
2013
Q3 | $1.47M | Sell |
16,942
-255
| -1% | -$22.1K | 0.7% | 50 |
|
|
2013
Q2 | $1.49M | Buy |
+17,197
| New | +$1.49M | 0.89% | 35 |
|