JOYN Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $322K | Sell |
4,418
-262
| -6% | -$19.1K | 0.11% | 65 |
|
|
2019
Q4 | $398K | Buy |
4,680
+1,846
| +65% | +$157K | 0.09% | 62 |
|
|
2019
Q3 | $215K | Sell |
2,834
-492
| -15% | -$37.3K | 0.05% | 105 |
|
|
2019
Q2 | $267K | Buy |
3,326
+437
| +15% | +$35.1K | 0.06% | 89 |
|
|
2019
Q1 | $255K | Buy |
2,889
+516
| +22% | +$45.5K | 0.06% | 83 |
|
|
2018
Q4 | $158K | Sell |
2,373
-2,238
| -49% | -$149K | 0.04% | 139 |
|
|
2018
Q3 | $376K | Buy |
4,611
+1,302
| +39% | +$106K | 0.07% | 75 |
|
|
2018
Q2 | $267K | Buy |
3,309
+3,009
| +1,003% | +$243K | 0.06% | 113 |
|
|
2018
Q1 | $30K | Buy |
+300
| New | +$30K | 0.01% | 590 |
|