Fiducient Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,700
| Closed | -$259K | – | 88 |
|
|
2021
Q3 | $259K | Sell |
5,700
-2,400
| -30% | -$109K | 0.08% | 85 |
|
|
2021
Q2 | $386K | Sell |
8,100
-90
| -1% | -$4.29K | 0.12% | 45 |
|
|
2021
Q1 | $419K | Buy |
8,190
+90
| +1% | +$4.6K | 0.14% | 48 |
|
|
2020
Q4 | $332K | Buy |
+8,100
| New | +$332K | 0.12% | 52 |
|