IWA
IBEX Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$3K | – | 247 |
|
|
2019
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 357 |
|
|
2018
Q1 | – | Sell |
-3,512
| Closed | -$246K | – | 108 |
|
|
2017
Q4 | $246K | Buy |
+3,512
| New | +$246K | 0.11% | 86 |
|
|
2017
Q3 | – | Sell |
-14,378
| Closed | -$1.06M | – | 147 |
|
|
2017
Q2 | $1.06M | Buy |
14,378
+1,424
| +11% | +$105K | 0.42% | 77 |
|
|
2017
Q1 | $932K | Sell |
12,954
-518
| -4% | -$37.3K | 0.57% | 52 |
|
|
2016
Q4 | $943K | Sell |
13,472
-960
| -7% | -$67.2K | 0.45% | 69 |
|
|
2016
Q3 | $913K | Buy |
+14,432
| New | +$913K | 0.5% | 66 |
|