Kerntke Otto McGlone Wealth Management Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,285
| Closed | -$203K | – | 56 |
|
|
2021
Q4 | $203K | Buy |
+4,285
| New | +$203K | 0.25% | 64 |
|
|
2021
Q3 | – | Sell |
-7,728
| Closed | -$368K | – | 96 |
|
|
2021
Q2 | $368K | Buy |
7,728
+1,459
| +23% | +$69.5K | 0.15% | 97 |
|
|
2021
Q1 | $321K | Buy |
6,269
+1,397
| +29% | +$71.5K | 0.17% | 98 |
|
|
2020
Q4 | $200K | Buy |
+4,872
| New | +$200K | 0.12% | 113 |
|
|
2020
Q1 | – | Sell |
-4,708
| Closed | -$235K | – | 100 |
|
|
2019
Q4 | $235K | Buy |
+4,708
| New | +$235K | 0.2% | 94 |
|