Insight Wealth Strategies’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,507
| Closed | -$222K | – | 224 |
|
|
2021
Q1 | $222K | Buy |
2,507
+23
| +0.9% | +$2.04K | 0.03% | 210 |
|
|
2020
Q4 | $206K | Sell |
2,484
-276
| -10% | -$22.9K | 0.04% | 216 |
|
|
2020
Q3 | $207K | Buy |
+2,760
| New | +$207K | 0.04% | 191 |
|
|
2020
Q1 | – | Sell |
-2,432
| Closed | -$207K | – | 184 |
|
|
2019
Q4 | $207K | Buy |
+2,432
| New | +$207K | 0.04% | 192 |
|