Financial Advantage’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$83K | – | 96 |
|
|
2022
Q3 | $83K | Hold |
1,000
| – | – | 0.08% | 48 |
|
|
2022
Q2 | $98K | Hold |
1,000
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $93K | Buy |
+1,000
| New | +$93K | 0.08% | 52 |
|
|
2015
Q2 | – | Sell |
-143
| Closed | -$11K | – | 126 |
|
|
2015
Q1 | $11K | Hold |
143
| – | – | 0.01% | 90 |
|
|
2014
Q4 | $12K | Hold |
143
| – | – | 0.01% | 83 |
|
|
2014
Q3 | $12K | Hold |
143
| – | – | 0.01% | 90 |
|
|
2014
Q2 | $12K | Hold |
143
| – | – | 0.01% | 92 |
|
|
2014
Q1 | $12K | Hold |
143
| – | – | 0.01% | 94 |
|
|
2013
Q4 | $12K | Sell |
143
-100
| -41% | -$8.39K | 0.01% | 135 |
|
|
2013
Q3 | $21K | Hold |
243
| – | – | 0.02% | 94 |
|
|
2013
Q2 | $21K | Buy |
+243
| New | +$21K | 0.02% | 100 |
|