Kalos Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-532
| Closed | -$23.7K | – | 277 |
|
|
2023
Q1 | $23.7K | Buy |
+532
| New | +$23.7K | 0.05% | 140 |
|
|
2017
Q2 | – | Sell |
-5,050
| Closed | -$361K | – | 123 |
|
|
2017
Q1 | $361K | Buy |
+5,050
| New | +$361K | 0.26% | 101 |
|
|
2016
Q4 | – | Sell |
-9,210
| Closed | -$582K | – | 143 |
|
|
2016
Q3 | $582K | Sell |
9,210
-5,012
| -35% | -$317K | 0.5% | 64 |
|
|
2016
Q2 | $981K | Sell |
14,222
-3,028
| -18% | -$209K | 0.76% | 46 |
|
|
2016
Q1 | $1.08M | Buy |
+17,250
| New | +$1.08M | 0.89% | 42 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 82 |
|