Girard Securities’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-6,900
| Closed | -$765K | – | 88 |
|
2017
Q3 | $765K | Sell |
6,900
-1,167
| -14% | -$129K | 0.68% | 37 |
|
2017
Q2 | $949K | Sell |
8,067
-861
| -10% | -$101K | 0.71% | 36 |
|
2017
Q1 | $1.01M | Buy |
8,928
+966
| +12% | +$109K | 0.86% | 30 |
|
2016
Q4 | $728K | Buy |
7,962
+239
| +3% | +$21.9K | 0.63% | 43 |
|
2016
Q3 | $751K | Sell |
7,723
-1,483
| -16% | -$144K | 0.77% | 33 |
|
2016
Q2 | $935K | Buy |
9,206
+375
| +4% | +$38.1K | 0.86% | 30 |
|
2016
Q1 | $866K | Sell |
8,831
-44
| -0.5% | -$4.32K | 0.85% | 31 |
|
2015
Q4 | $780K | Buy |
+8,875
| New | +$780K | 0.78% | 30 |
|