Gary Goldberg Planning Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.53M | Sell |
30,963
-2,410
| -7% | -$119K | 0.64% | 39 |
|
|
2014
Q3 | $1.53M | Buy |
33,373
+77
| +0.2% | +$3.54K | 0.64% | 41 |
|
|
2014
Q2 | $1.4M | Sell |
33,296
-1,491
| -4% | -$62.5K | 0.61% | 40 |
|
|
2014
Q1 | $1.3M | Buy |
34,787
+2,971
| +9% | +$111K | 0.64% | 40 |
|
|
2013
Q4 | $1.22M | Sell |
31,816
-3,930
| -11% | -$151K | 0.71% | 38 |
|
|
2013
Q3 | $1.23M | Buy |
35,746
+2,176
| +6% | +$74.8K | 0.75% | 37 |
|
|
2013
Q2 | $1.18M | Buy |
+33,570
| New | +$1.18M | 0.75% | 32 |
|