Inspirion Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,223
| Closed | -$240K | – | 77 |
|
|
2018
Q2 | $240K | Sell |
4,223
-284
| -6% | -$16.1K | 0.11% | 65 |
|
|
2018
Q1 | $281K | Hold |
4,507
| – | – | 0.14% | 55 |
|
|
2017
Q4 | $322K | Sell |
4,507
-2,216
| -33% | -$158K | 0.16% | 46 |
|
|
2017
Q3 | $426K | Hold |
6,723
| – | – | 0.22% | 41 |
|
|
2017
Q2 | $501K | Hold |
6,723
| – | – | 0.27% | 37 |
|
|
2017
Q1 | $480K | Buy |
6,723
+3
| +0% | +$214 | 0.27% | 41 |
|
|
2016
Q4 | $454K | Hold |
6,720
| – | – | 0.29% | 36 |
|
|
2016
Q3 | $425K | Hold |
6,720
| – | – | 0.28% | 39 |
|
|
2016
Q2 | $463K | Hold |
6,720
| – | – | 0.3% | 35 |
|
|
2016
Q1 | $421K | Hold |
6,720
| – | – | 0.3% | 37 |
|
|
2015
Q4 | $391K | Hold |
6,720
| – | – | 0.29% | 39 |
|
|
2015
Q3 | $366K | Hold |
6,720
| – | – | 0.29% | 39 |
|
|
2015
Q2 | $329K | Hold |
6,720
| – | – | 0.24% | 41 |
|
|
2015
Q1 | $336K | Sell |
6,720
-500
| -7% | -$25K | 0.27% | 39 |
|
|
2014
Q4 | $356K | Buy |
+7,220
| New | +$356K | 0.33% | 38 |
|