Genovese Burford & Brothers Wealth & Retirement Plan Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-449
| Closed | -$36K | – | 290 |
|
|
2018
Q2 | $36K | Buy |
449
+2
| +0.4% | +$160 | 0.01% | 206 |
|
|
2018
Q1 | $44K | Buy |
+447
| New | +$44K | 0.02% | 183 |
|
|
2017
Q4 | – | Sell |
-1,462
| Closed | -$162K | – | 396 |
|
|
2017
Q3 | $162K | Sell |
1,462
-150
| -9% | -$16.6K | 0.07% | 68 |
|
|
2017
Q2 | $189K | Sell |
1,612
-138
| -8% | -$16.2K | 0.08% | 59 |
|
|
2017
Q1 | $198K | Buy |
1,750
+750
| +75% | +$84.9K | 0.08% | 54 |
|
|
2016
Q4 | $92K | Hold |
1,000
| – | – | 0.02% | 114 |
|
|
2016
Q3 | $97K | Hold |
1,000
| – | – | 0.04% | 105 |
|
|
2016
Q2 | $101K | Buy |
1,000
+700
| +233% | +$70.7K | 0.04% | 100 |
|
|
2016
Q1 | $29K | Buy |
+300
| New | +$29K | 0.01% | 171 |
|