IWA
Inspirion Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,995
| Closed | -$211K | – | 76 |
|
|
2017
Q4 | $211K | Hold |
1,995
| – | – | 0.1% | 68 |
|
|
2017
Q3 | $222K | Hold |
1,995
| – | – | 0.11% | 62 |
|
|
2017
Q2 | $234K | Sell |
1,995
-200
| -9% | -$23.5K | 0.13% | 62 |
|
|
2017
Q1 | $248K | Buy |
2,195
+3
| +0.1% | +$339 | 0.14% | 59 |
|
|
2016
Q4 | $201K | Hold |
2,192
| – | – | 0.13% | 60 |
|
|
2016
Q3 | $213K | Hold |
2,192
| – | – | 0.14% | 58 |
|
|
2016
Q2 | $223K | Hold |
2,192
| – | – | 0.15% | 55 |
|
|
2016
Q1 | $215K | Buy |
+2,192
| New | +$215K | 0.15% | 52 |
|