FVWA
Foster Victor Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-88,965
| Closed | -$3.49M | – | 140 |
|
|
2020
Q2 | $3.49M | Buy |
88,965
+10,068
| +13% | +$395K | 1.16% | 33 |
|
|
2020
Q1 | $2.98M | Buy |
78,897
+22,054
| +39% | +$833K | 1.31% | 32 |
|
|
2019
Q4 | $2.85M | Buy |
56,843
+10,907
| +24% | +$546K | 1.23% | 26 |
|
|
2019
Q3 | $1.94M | Buy |
45,936
+27,217
| +145% | +$1.15M | 1.08% | 27 |
|
|
2019
Q2 | $919K | Buy |
18,719
+8,441
| +82% | +$414K | 0.67% | 32 |
|
|
2019
Q1 | $590K | Buy |
10,278
+2,749
| +37% | +$158K | 0.46% | 49 |
|
|
2018
Q4 | $372K | Buy |
+7,529
| New | +$372K | 0.35% | 54 |
|