Hoertkorn Richard Charles’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 97 |
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 93 |
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 97 |
|
2014
Q3 | $4K | Sell |
100
-1,000
| -91% | -$40K | ﹤0.01% | 94 |
|
2014
Q2 | $46K | Buy |
1,100
+1,000
| +1,000% | +$41.8K | 0.03% | 67 |
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 88 |
|
2013
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 91 |
|