Kalos Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,481
| Closed | -$231K | – | 275 |
|
|
2021
Q4 | $231K | Buy |
2,481
+204
| +9% | +$19K | 0.06% | 252 |
|
|
2021
Q3 | $212K | Buy |
+2,277
| New | +$212K | 0.06% | 255 |
|
|
2021
Q2 | – | Sell |
-2,373
| Closed | -$226K | – | 295 |
|
|
2021
Q1 | $226K | Buy |
+2,373
| New | +$226K | 0.07% | 256 |
|
|
2016
Q1 | – | Hold |
0
| – | -$33K | – | 405 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 251 |
|