HGWM
Harvest Group Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,708
| Closed | -$275K | – | 443 |
|
|
2020
Q4 | $275K | Sell |
6,708
-2
| -0% | -$82 | 0.16% | 31 |
|
|
2020
Q3 | $259K | Buy |
6,710
+39
| +0.6% | +$1.51K | 0.18% | 30 |
|
|
2020
Q2 | $261K | Sell |
6,671
-147
| -2% | -$5.75K | 0.22% | 27 |
|
|
2020
Q1 | $263K | Buy |
6,818
+253
| +4% | +$9.76K | 0.27% | 26 |
|
|
2019
Q4 | $327K | Sell |
6,565
-715
| -10% | -$35.6K | 0.29% | 21 |
|
|
2019
Q3 | $298K | Buy |
7,280
+36
| +0.5% | +$1.47K | 0.37% | 19 |
|
|
2019
Q2 | $343K | Buy |
7,244
+32
| +0.4% | +$1.52K | 0.44% | 18 |
|
|
2019
Q1 | $414K | Buy |
7,212
+35
| +0.5% | +$2.01K | 0.38% | 27 |
|
|
2018
Q4 | $354K | Buy |
7,177
+2,686
| +60% | +$132K | 0.46% | 25 |
|
|
2018
Q3 | $271K | Hold |
4,491
| – | – | 0.19% | 27 |
|
|
2018
Q2 | $255K | Sell |
4,491
-2,612
| -37% | -$148K | 0.18% | 32 |
|
|
2018
Q1 | $443K | Buy |
7,103
+20
| +0.3% | +$1.25K | 0.3% | 30 |
|
|
2017
Q4 | $506K | Buy |
+7,083
| New | +$506K | 0.31% | 30 |
|