Huber Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,995
| Closed | -$229K | – | 127 |
|
|
2019
Q1 | $229K | Buy |
+3,995
| New | +$229K | 0.11% | 107 |
|
|
2018
Q4 | – | Sell |
-3,648
| Closed | -$220K | – | 105 |
|
|
2018
Q3 | $220K | Sell |
3,648
-87
| -2% | -$5.25K | 0.17% | 95 |
|
|
2018
Q2 | $212K | Sell |
3,735
-712
| -16% | -$40.4K | 0.19% | 90 |
|
|
2018
Q1 | $277K | Sell |
4,447
-211
| -5% | -$13.1K | 0.27% | 72 |
|
|
2017
Q4 | $333K | Buy |
+4,658
| New | +$333K | 0.37% | 53 |
|