Hollow Brook Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-2,000
| Closed | -$226K | – | 49 |
|
2017
Q1 | $226K | Buy |
+2,000
| New | +$226K | 0.18% | 37 |
|
2014
Q2 | – | Sell |
-3,700
| Closed | -$303K | – | 59 |
|
2014
Q1 | $303K | Buy |
3,700
+500
| +16% | +$40.9K | 0.1% | 50 |
|
2013
Q4 | $279K | Buy |
3,200
+600
| +23% | +$52.3K | 0.09% | 52 |
|
2013
Q3 | $225K | Buy |
+2,600
| New | +$225K | 0.08% | 61 |
|