Gupta Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $664K | Sell |
10,590
-3,006
| -22% | -$188K | 0.16% | 118 |
|
|
2015
Q4 | $791K | Sell |
13,596
-1,442
| -10% | -$83.9K | 0.2% | 101 |
|
|
2015
Q3 | $818K | Sell |
15,038
-4,377
| -23% | -$238K | 0.2% | 103 |
|
|
2015
Q2 | $950K | Buy |
19,415
+13,196
| +212% | +$646K | 0.23% | 93 |
|
|
2015
Q1 | $311K | Buy |
+6,219
| New | +$311K | 0.09% | 169 |
|