HC Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50
| Closed | -$5K | – | 354 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 289 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 306 |
|
|
2020
Q4 | $4K | Sell |
50
-338
| -87% | -$27K | ﹤0.01% | 312 |
|
|
2020
Q3 | $29K | Hold |
388
| – | – | 0.02% | 160 |
|
|
2020
Q2 | $27K | Hold |
388
| – | – | 0.02% | 158 |
|
|
2020
Q1 | $28K | Buy |
+388
| New | +$28K | 0.03% | 145 |
|