Financial Advisory Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,725
| Closed | -$394K | – | 67 |
|
|
2017
Q4 | $394K | Hold |
3,725
| – | – | 0.12% | 47 |
|
|
2017
Q3 | $414K | Sell |
3,725
-724
| -16% | -$80.5K | 0.14% | 41 |
|
|
2017
Q2 | $522K | Buy |
4,449
+7
| +0.2% | +$821 | 0.18% | 38 |
|
|
2017
Q1 | $502K | Buy |
4,442
+7
| +0.2% | +$791 | 0.17% | 39 |
|
|
2016
Q4 | $406K | Buy |
4,435
+8
| +0.2% | +$732 | 0.16% | 41 |
|
|
2016
Q3 | $430K | Buy |
4,427
+6
| +0.1% | +$583 | 0.18% | 39 |
|
|
2016
Q2 | $450K | Buy |
4,421
+7
| +0.2% | +$713 | 0.22% | 38 |
|
|
2016
Q1 | $433K | Sell |
4,414
-768
| -15% | -$75.3K | 0.21% | 40 |
|
|
2015
Q4 | $456K | Buy |
+5,182
| New | +$456K | 0.22% | 36 |
|