Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,547
| Closed | -$1.17M | – | 245 |
|
|
2021
Q1 | $1.17M | Hold |
22,547
| – | – | 0.18% | 95 |
|
|
2020
Q4 | $944K | Buy |
22,547
+1,659
| +8% | +$69.5K | 0.16% | 100 |
|
|
2020
Q3 | $825K | Sell |
20,888
-175
| -0.8% | -$6.91K | 0.17% | 93 |
|
|
2020
Q2 | $844K | Buy |
21,063
+10,000
| +90% | +$401K | 0.27% | 78 |
|
|
2020
Q1 | $437K | Sell |
11,063
-1,923
| -15% | -$76K | 0.18% | 100 |
|
|
2019
Q4 | $659K | Buy |
+12,986
| New | +$659K | 0.21% | 83 |
|