Kays Financial Advisory’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,104
| Closed | -$328K | – | 87 |
|
|
2017
Q4 | $328K | Buy |
3,104
+1,300
| +72% | +$137K | 0.1% | 69 |
|
|
2017
Q3 | $200K | Sell |
1,804
-1
| -0.1% | -$111 | 0.06% | 77 |
|
|
2017
Q2 | $212K | Buy |
1,805
+5
| +0.3% | +$587 | 0.07% | 69 |
|
|
2017
Q1 | $204K | Buy |
+1,800
| New | +$204K | 0.07% | 68 |
|