HGWM
Harvest Group Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,984
| Closed | -$578K | – | 524 |
|
|
2020
Q4 | $578K | Buy |
6,984
+202
| +3% | +$16.7K | 0.35% | 19 |
|
|
2020
Q3 | $509K | Buy |
6,782
+24
| +0.4% | +$1.8K | 0.35% | 19 |
|
|
2020
Q2 | $473K | Sell |
6,758
-147
| -2% | -$10.3K | 0.4% | 20 |
|
|
2020
Q1 | $503K | Buy |
6,905
+457
| +7% | +$33.3K | 0.51% | 20 |
|
|
2019
Q4 | $548K | Sell |
6,448
-1,332
| -17% | -$113K | 0.48% | 18 |
|
|
2019
Q3 | $591K | Sell |
7,780
-11
| -0.1% | -$836 | 0.73% | 14 |
|
|
2019
Q2 | $611K | Buy |
7,791
+7
| +0.1% | +$549 | 0.79% | 14 |
|
|
2019
Q1 | $688K | Buy |
7,784
+9
| +0.1% | +$795 | 0.63% | 22 |
|
|
2018
Q4 | $519K | Buy |
7,775
+2,051
| +36% | +$137K | 0.67% | 18 |
|
|
2018
Q3 | $467K | Hold |
5,724
| – | – | 0.33% | 21 |
|
|
2018
Q2 | $462K | Sell |
5,724
-2,031
| -26% | -$164K | 0.32% | 27 |
|
|
2018
Q1 | $771K | Buy |
7,755
+6
| +0.1% | +$597 | 0.52% | 24 |
|
|
2017
Q4 | $819K | Buy |
+7,749
| New | +$819K | 0.5% | 26 |
|