Integrated Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $8.63M | Buy |
76,432
+342
| +0.4% | +$38.6K | 2.89% | 2 |
|
|
2016
Q4 | $6.96M | Sell |
76,090
-1,411
| -2% | -$129K | 2.59% | 2 |
|
|
2016
Q3 | $7.54M | Sell |
77,501
-1,036
| -1% | -$101K | 2.7% | 2 |
|
|
2016
Q2 | $7.99M | Buy |
78,537
+529
| +0.7% | +$53.8K | 3.09% | 1 |
|
|
2016
Q1 | $7.65M | Sell |
78,008
-816
| -1% | -$80.1K | 3.23% | 1 |
|
|
2015
Q4 | $6.93M | Buy |
78,824
+1,087
| +1% | +$95.6K | 2.98% | 2 |
|
|
2015
Q3 | $6.17M | Sell |
77,737
-756
| -1% | -$60K | 2.7% | 3 |
|
|
2015
Q2 | $6.29M | Sell |
78,493
-9
| -0% | -$722 | 2.44% | 5 |
|
|
2015
Q1 | $5.91M | Buy |
+78,502
| New | +$5.91M | 2.47% | 7 |
|