KJWM
Kiley Juergens Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,034
| Closed | -$84K | – | 484 |
|
|
2018
Q3 | $84K | Buy |
1,034
+3
| +0.3% | +$244 | 0.06% | 171 |
|
|
2018
Q2 | $83K | Buy |
+1,031
| New | +$83K | 0.07% | 154 |
|
|
2018
Q1 | – | Sell |
-1,016
| Closed | -$107K | – | 464 |
|
|
2017
Q4 | $107K | Buy |
+1,016
| New | +$107K | 0.1% | 121 |
|