Karp Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-334
| Closed | -$16K | – | 278 |
|
|
2018
Q4 | $16K | Buy |
+334
| New | +$16K | 0.01% | 235 |
|
|
2015
Q4 | – | Sell |
-4,355
| Closed | -$237K | – | 218 |
|
|
2015
Q3 | $237K | Buy |
4,355
+3,033
| +229% | +$165K | 0.16% | 84 |
|
|
2015
Q2 | $65K | Buy |
1,322
+13
| +1% | +$639 | 0.04% | 153 |
|
|
2015
Q1 | $65K | Buy |
1,309
+14
| +1% | +$695 | 0.04% | 157 |
|
|
2014
Q4 | $64K | Buy |
+1,295
| New | +$64K | 0.05% | 151 |
|