Hochman Cole Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-2,827
| Closed | -$202K | – | 102 |
|
2017
Q4 | $202K | Sell |
2,827
-922
| -25% | -$65.9K | 0.13% | 100 |
|
2017
Q3 | $238K | Buy |
3,749
+3
| +0.1% | +$190 | 0.16% | 84 |
|
2017
Q2 | $279K | Buy |
3,746
+3
| +0.1% | +$223 | 0.19% | 74 |
|
2017
Q1 | $267K | Buy |
3,743
+352
| +10% | +$25.1K | 0.19% | 75 |
|
2016
Q4 | $229K | Buy |
+3,391
| New | +$229K | 0.17% | 82 |
|