Hudson Valley Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,700
| Closed | -$218K | – | 157 |
|
|
2018
Q2 | $218K | Hold |
2,700
| – | – | 0.05% | 137 |
|
|
2018
Q1 | $268K | Hold |
2,700
| – | – | 0.07% | 128 |
|
|
2017
Q4 | $285K | Sell |
2,700
-39
| -1% | -$4.12K | 0.07% | 131 |
|
|
2017
Q3 | $304K | Hold |
2,739
| – | – | 0.08% | 128 |
|
|
2017
Q2 | $322K | Buy |
2,739
+300
| +12% | +$35.3K | 0.09% | 124 |
|
|
2017
Q1 | $275K | Sell |
2,439
-300
| -11% | -$33.8K | 0.08% | 131 |
|
|
2016
Q4 | $251K | Buy |
+2,739
| New | +$251K | 0.07% | 133 |
|
|
2015
Q1 | – | Sell |
-2,648
| Closed | -$216K | – | 130 |
|
|
2014
Q4 | $216K | Hold |
2,648
| – | – | 0.09% | 113 |
|
|
2014
Q3 | $221K | Buy |
2,648
+240
| +10% | +$20K | 0.09% | 116 |
|
|
2014
Q2 | $203K | Buy |
+2,408
| New | +$203K | 0.09% | 122 |
|
|
2014
Q1 | – | Sell |
-2,386
| Closed | -$208K | – | 126 |
|
|
2013
Q4 | $208K | Sell |
2,386
-562
| -19% | -$49K | 0.09% | 115 |
|
|
2013
Q3 | $255K | Sell |
2,948
-6,521
| -69% | -$564K | 0.12% | 107 |
|
|
2013
Q2 | $820K | Buy |
+9,469
| New | +$820K | 0.39% | 60 |
|