Essex Private Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,927
| Closed | -$753K | – | 57 |
|
|
2021
Q4 | $753K | Buy |
7,927
+53
| +0.7% | +$5.04K | 0.64% | 27 |
|
|
2021
Q3 | $746K | Sell |
7,874
-14
| -0.2% | -$1.33K | 0.68% | 28 |
|
|
2021
Q2 | $782K | Sell |
7,888
-95
| -1% | -$9.42K | 0.71% | 27 |
|
|
2021
Q1 | $708K | Sell |
7,983
-574
| -7% | -$50.9K | 0.68% | 29 |
|
|
2020
Q4 | $708K | Buy |
8,557
+108
| +1% | +$8.94K | 0.69% | 31 |
|
|
2020
Q3 | $633K | Sell |
8,449
-71
| -0.8% | -$5.32K | 0.65% | 31 |
|
|
2020
Q2 | $596K | Sell |
8,520
-145
| -2% | -$10.1K | 0.69% | 31 |
|
|
2020
Q1 | $632K | Buy |
8,665
+119
| +1% | +$8.68K | 0.82% | 26 |
|
|
2019
Q4 | $727K | Buy |
+8,546
| New | +$727K | 0.74% | 31 |
|