Hoover 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
Q2 | $277K | Sell |
2,791
-326
| -10% | -$32.4K | 0.05% | 103 |
|
|
2021
Q1 | $303K | Buy |
3,117
+26
| +0.8% | +$2.53K | 0.06% | 88 |
|
|
2020
Q4 | $251K | Hold |
3,091
| – | – | 0.06% | 92 |
|
|
2020
Q3 | $232K | Hold |
3,091
| – | – | 0.08% | 89 |
|
|
2020
Q2 | $217K | Hold |
3,091
| – | – | 0.08% | 84 |
|
|
2020
Q1 | $226K | Hold |
3,091
| – | – | 0.13% | 70 |
|
|
2019
Q4 | $263K | Buy |
3,091
+400
| +15% | +$34K | 0.13% | 75 |
|
|
2019
Q3 | $204K | Hold |
2,691
| – | – | 0.18% | 56 |
|
|
2019
Q2 | $211K | Sell |
2,691
-900
| -25% | -$70.6K | 0.19% | 57 |
|
|
2019
Q1 | $317K | Sell |
3,591
-167
| -4% | -$14.7K | 0.3% | 41 |
|
|
2018
Q4 | $251K | Buy |
+3,758
| New | +$251K | 0.28% | 48 |
|