Interactive Financial Advisors’s Altria Group MO Stock Holding History

Interactive Financial Advisors’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100	Closed	-$4.57K	–	123
2022 Q4	$4.57K	Hold	100	–	–	﹤0.01%	164
2022 Q3	$4K	Sell	100 -100	-50%	-$4.36K	﹤0.01%	163
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	141
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	149
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	150
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	159
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	159
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	151
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	152
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	139
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	133
2020 Q1	$8K	Hold	200	–	–	0.01%	95
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	137
2019 Q3	$8K	Sell	200 -500	-71%	-$23K	﹤0.01%	119
2019 Q2	$33K	Sell	700 -100	-13%	-$5.24K	0.02%	111
2019 Q1	$46K	Buy	800 +500	+167%	+$25.6K	0.02%	92
2018 Q4	$15K	Hold	300	–	–	0.01%	82
2018 Q3	$18K	Sell	300 -50	-14%	-$2.97K	0.01%	104
2018 Q2	$20K	Buy	+350	New	+$20.2K	0.01%	98
2014 Q2	–	Sell	-30	Closed	-$1K	–	118
2014 Q1	$1K	Buy	+30	New	+$1.09K	﹤0.01%	109

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return