Karp Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-220
| Closed | -$15K | – | 302 |
|
|
2018
Q4 | $15K | Buy |
+220
| New | +$15K | 0.01% | 244 |
|
|
2017
Q4 | – | Sell |
-14,585
| Closed | -$1.62M | – | 121 |
|
|
2017
Q3 | $1.62M | Buy |
14,585
+31
| +0.2% | +$3.44K | 0.75% | 52 |
|
|
2017
Q2 | $1.71M | Buy |
14,554
+1,526
| +12% | +$179K | 0.85% | 49 |
|
|
2017
Q1 | $1.47M | Sell |
13,028
-290
| -2% | -$32.7K | 0.83% | 50 |
|
|
2016
Q4 | $1.22M | Sell |
13,318
-391
| -3% | -$35.8K | 0.8% | 48 |
|
|
2016
Q3 | $1.33M | Sell |
13,709
-1,121
| -8% | -$109K | 0.85% | 50 |
|
|
2016
Q2 | $1.51M | Buy |
14,830
+14
| +0.1% | +$1.42K | 1% | 45 |
|
|
2016
Q1 | $1.45M | Sell |
14,816
-2,606
| -15% | -$256K | 1% | 47 |
|
|
2015
Q4 | $1.53M | Buy |
17,422
+661
| +4% | +$58.1K | 0.89% | 49 |
|
|
2015
Q3 | $1.33M | Buy |
16,761
+8,209
| +96% | +$651K | 0.91% | 40 |
|
|
2015
Q2 | $686K | Buy |
8,552
+7
| +0.1% | +$562 | 0.46% | 57 |
|
|
2015
Q1 | $644K | Sell |
8,545
-193
| -2% | -$14.5K | 0.44% | 59 |
|
|
2014
Q4 | $712K | Buy |
+8,738
| New | +$712K | 0.52% | 55 |
|