Graves Light Lenhart Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,044
| Closed | -$103K | – | 476 |
|
|
2022
Q2 | $103K | Hold |
1,044
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $98K | Hold |
1,044
| – | – | 0.01% | 270 |
|
|
2021
Q4 | $99K | Hold |
1,044
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $99K | Sell |
1,044
-17
| -2% | -$1.61K | 0.02% | 275 |
|
|
2021
Q2 | $105K | Sell |
1,061
-30
| -3% | -$2.97K | 0.02% | 272 |
|
|
2021
Q1 | $97K | Sell |
1,091
-290
| -21% | -$25.8K | 0.02% | 279 |
|
|
2020
Q4 | $114K | Buy |
+1,381
| New | +$114K | 0.02% | 239 |
|