Financial Synergies Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-426
| Closed | -$18.6K | – | 299 |
|
|
2024
Q1 | $18.6K | Buy |
+426
| New | +$18.6K | ﹤0.01% | 206 |
|
|
2023
Q4 | – | Sell |
-414
| Closed | -$17.4K | – | 518 |
|
|
2023
Q3 | $17.4K | Buy |
414
+5
| +1% | +$210 | ﹤0.01% | 187 |
|
|
2023
Q2 | $18.5K | Sell |
409
-71
| -15% | -$3.22K | ﹤0.01% | 181 |
|
|
2023
Q1 | $21.4K | Buy |
+480
| New | +$21.4K | ﹤0.01% | 167 |
|