Independence Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,207
| Closed | -$245K | – | 80 |
|
|
2017
Q3 | $245K | Buy |
2,207
+57
| +3% | +$6.33K | 0.1% | 60 |
|
|
2017
Q2 | $253K | Sell |
2,150
-12
| -0.6% | -$1.41K | 0.1% | 62 |
|
|
2017
Q1 | $244K | Buy |
+2,162
| New | +$244K | 0.1% | 61 |
|
|
2016
Q4 | – | Sell |
-2,268
| Closed | -$220K | – | 77 |
|
|
2016
Q3 | $220K | Buy |
2,268
+195
| +9% | +$18.9K | 0.1% | 67 |
|
|
2016
Q2 | $211K | Buy |
+2,073
| New | +$211K | 0.11% | 48 |
|