JOYN Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,943
| Closed | -$226K | – | 136 |
|
|
2019
Q1 | $226K | Buy |
3,943
+1,181
| +43% | +$67.7K | 0.05% | 95 |
|
|
2018
Q4 | $136K | Sell |
2,762
-2,091
| -43% | -$103K | 0.03% | 155 |
|
|
2018
Q3 | $293K | Buy |
4,853
+1,580
| +48% | +$95.4K | 0.06% | 102 |
|
|
2018
Q2 | $186K | Buy |
3,273
+1,368
| +72% | +$77.7K | 0.04% | 148 |
|
|
2018
Q1 | $119K | Buy |
+1,905
| New | +$119K | 0.03% | 216 |
|