JBJ Investment Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,080
| Closed | -$206K | – | 62 |
|
2021
Q2 | $206K | Sell |
2,080
-1,360
| -40% | -$135K | 0.04% | 61 |
|
2021
Q1 | $305K | Buy |
3,440
+9
| +0.3% | +$798 | 0.07% | 50 |
|
2020
Q4 | $284K | Sell |
3,431
-906
| -21% | -$75K | 0.06% | 52 |
|
2020
Q3 | $325K | Buy |
4,337
+655
| +18% | +$49.1K | 0.09% | 41 |
|
2020
Q2 | $258K | Buy |
3,682
+544
| +17% | +$38.1K | 0.07% | 46 |
|
2020
Q1 | $229K | Sell |
3,138
-615
| -16% | -$44.9K | 0.08% | 40 |
|
2019
Q4 | $319K | Sell |
3,753
-129
| -3% | -$11K | 0.1% | 36 |
|
2019
Q3 | $295K | Buy |
3,882
+787
| +25% | +$59.8K | 0.1% | 34 |
|
2019
Q2 | $243K | Buy |
3,095
+533
| +21% | +$41.8K | 0.09% | 38 |
|
2019
Q1 | $226K | Buy |
+2,562
| New | +$226K | 0.09% | 32 |
|