JWM
Jacobus Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,323
| Closed | -$105K | – | 286 |
|
|
2015
Q3 | $105K | Hold |
1,323
| – | – | 0.03% | 278 |
|
|
2015
Q2 | $106K | Sell |
1,323
-286
| -18% | -$22.9K | 0.03% | 303 |
|
|
2015
Q1 | $121K | Hold |
1,609
| – | – | 0.03% | 274 |
|
|
2014
Q4 | $131K | Sell |
1,609
-440
| -21% | -$35.8K | 0.03% | 258 |
|
|
2014
Q3 | $171K | Hold |
2,049
| – | – | 0.05% | 222 |
|
|
2014
Q2 | $173K | Hold |
2,049
| – | – | 0.04% | 231 |
|
|
2014
Q1 | $168K | Sell |
2,049
-695
| -25% | -$57K | 0.04% | 236 |
|
|
2013
Q4 | $239K | Buy |
2,744
+710
| +35% | +$61.8K | 0.07% | 191 |
|
|
2013
Q3 | $176K | Hold |
2,034
| – | – | 0.06% | 183 |
|
|
2013
Q2 | $176K | Buy |
+2,034
| New | +$176K | 0.06% | 175 |
|