Engrave Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,306
| Closed | -$225K | – | 63 |
|
|
2022
Q1 | $225K | Hold |
4,306
| – | – | 0.08% | 51 |
|
|
2021
Q4 | $204K | Sell |
4,306
-133
| -3% | -$6.3K | 0.06% | 66 |
|
|
2021
Q3 | $202K | Sell |
4,439
-100
| -2% | -$4.55K | 0.06% | 69 |
|
|
2021
Q2 | $216K | Buy |
+4,539
| New | +$216K | 0.07% | 73 |
|
|
2020
Q3 | – | Sell |
-734
| Closed | -$28K | – | 292 |
|
|
2020
Q2 | $28K | Buy |
734
+6
| +0.8% | +$229 | 0.02% | 153 |
|
|
2020
Q1 | $28K | Sell |
728
-195
| -21% | -$7.5K | 0.03% | 129 |
|
|
2019
Q4 | $46K | Buy |
+923
| New | +$46K | 0.04% | 134 |
|