IWC
Integrated Wealth Counsel’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $137K | Sell |
1,500
-189
| -11% | -$17.3K | 0.29% | 40 |
|
|
2016
Q3 | $164K | Buy |
+1,689
| New | +$164K | 0.35% | 34 |
|
|
2015
Q4 | – | Sell |
-504
| Closed | -$40K | – | 84 |
|
|
2015
Q3 | $40K | Hold |
504
| – | – | 0.07% | 53 |
|
|
2015
Q2 | $40K | Hold |
504
| – | – | 0.06% | 57 |
|
|
2015
Q1 | $38K | Hold |
504
| – | – | 0.05% | 68 |
|
|
2014
Q4 | $41K | Buy |
+504
| New | +$41K | 0.05% | 65 |
|
|
2014
Q2 | – | Sell |
-881
| Closed | -$72K | – | 141 |
|
|
2014
Q1 | $72K | Hold |
881
| – | – | 0.06% | 81 |
|
|
2013
Q4 | $77K | Hold |
881
| – | – | 0.06% | 84 |
|
|
2013
Q3 | $76.3K | Hold |
881
| – | – | 0.06% | 86 |
|
|
2013
Q2 | $76K | Buy |
+881
| New | +$76K | 0.05% | 89 |
|