Hedeker Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,500
| Closed | -$763K | – | 81 |
|
|
2017
Q2 | $763K | Hold |
6,500
| – | – | 0.73% | 55 |
|
|
2017
Q1 | $733K | Hold |
6,500
| – | – | 0.69% | 57 |
|
|
2016
Q4 | $595K | Hold |
6,500
| – | – | 0.49% | 63 |
|
|
2016
Q3 | $631 | Buy |
+6,500
| New | +$631 | 0.03% | 120 |
|
|
2016
Q2 | – | Sell |
-6,600
| Closed | -$648K | – | 61 |
|
|
2016
Q1 | $648K | Sell |
6,600
-4,100
| -38% | -$403K | 0.61% | 45 |
|
|
2015
Q4 | $940K | Buy |
10,700
+4,200
| +65% | +$369K | 0.83% | 40 |
|
|
2015
Q3 | $516K | Sell |
6,500
-100
| -2% | -$7.94K | 0.45% | 55 |
|
|
2015
Q2 | $529K | Buy |
6,600
+100
| +2% | +$8.02K | 0.43% | 57 |
|
|
2015
Q1 | $490K | Hold |
6,500
| – | – | 0.41% | 58 |
|
|
2014
Q4 | $529K | Buy |
+6,500
| New | +$529K | 0.43% | 57 |
|