Eads & Heald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,850
| Closed | -$264K | – | 136 |
|
|
2015
Q3 | $264K | Sell |
4,850
-140
| -3% | -$7.62K | 0.19% | 124 |
|
|
2015
Q2 | $244K | Sell |
4,990
-20
| -0.4% | -$978 | 0.16% | 123 |
|
|
2015
Q1 | $251K | Sell |
5,010
-220
| -4% | -$11K | 0.16% | 121 |
|
|
2014
Q4 | $258K | Buy |
5,230
+610
| +13% | +$30.1K | 0.16% | 117 |
|
|
2014
Q3 | $212K | Buy |
+4,620
| New | +$212K | 0.14% | 114 |
|