Kanen Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60,000
| Closed | -$2.42M | – | 26 |
|
|
2022
Q3 | $2.42M | Buy |
+60,000
| New | +$2.42M | 1.42% | 18 |
|
|
2022
Q1 | – | Sell |
-64,752
| Closed | -$3.07M | – | 24 |
|
|
2021
Q4 | $3.07M | Buy |
64,752
+42,175
| +187% | +$2M | 1.06% | 15 |
|
|
2021
Q3 | $1.03M | Sell |
22,577
-9,115
| -29% | -$415K | 0.37% | 19 |
|
|
2021
Q2 | $1.51M | Sell |
31,692
-28,308
| -47% | -$1.35M | 0.34% | 18 |
|
|
2021
Q1 | $3.07M | Buy |
+60,000
| New | +$3.07M | 1.6% | 12 |
|