GWA
Guidant Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $55K | Buy |
720
+7
| +1% | +$535 | 0.02% | 167 |
|
|
2019
Q2 | $56K | Buy |
713
+140
| +24% | +$11K | 0.02% | 168 |
|
|
2019
Q1 | $51K | Sell |
573
-175
| -23% | -$15.6K | 0.02% | 175 |
|
|
2018
Q4 | $49K | Hold |
748
| – | – | 0.02% | 134 |
|
|
2018
Q3 | $61K | Hold |
748
| – | – | 0.03% | 76 |
|
|
2018
Q2 | $60K | Sell |
748
-19
| -2% | -$1.52K | 0.03% | 72 |
|
|
2018
Q1 | $74K | Buy |
767
+19
| +3% | +$1.83K | 0.03% | 65 |
|
|
2017
Q4 | $77K | Sell |
748
-191
| -20% | -$19.7K | 0.03% | 66 |
|
|
2017
Q3 | $106K | Hold |
939
| – | – | 0.08% | 52 |
|
|
2017
Q2 | $110K | Buy |
939
+191
| +26% | +$22.4K | 0.06% | 79 |
|
|
2017
Q1 | $84K | Hold |
748
| – | – | 0.04% | 90 |
|
|
2016
Q4 | $68K | Sell |
748
-161
| -18% | -$14.6K | 0.04% | 91 |
|
|
2016
Q3 | $87K | Buy |
+909
| New | +$87K | 0.05% | 81 |
|