KWMG
King Wealth Management Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,402
| Closed | -$113K | – | 134 |
|
|
2018
Q2 | $113K | Sell |
1,402
-5,509
| -80% | -$444K | 0.04% | 121 |
|
|
2018
Q1 | $687K | Sell |
6,911
-2,639
| -28% | -$262K | 0.24% | 54 |
|
|
2017
Q4 | $1.01M | Sell |
9,550
-77
| -0.8% | -$8.14K | 0.36% | 44 |
|
|
2017
Q3 | $1.07M | Sell |
9,627
-180
| -2% | -$20K | 0.4% | 46 |
|
|
2017
Q2 | $1.15M | Sell |
9,807
-521
| -5% | -$61.2K | 0.46% | 45 |
|
|
2017
Q1 | $1.17M | Sell |
10,328
-2,167
| -17% | -$245K | 0.49% | 40 |
|
|
2016
Q4 | $1.14M | Buy |
12,495
+2,549
| +26% | +$233K | 0.51% | 40 |
|
|
2016
Q3 | $967K | Buy |
9,946
+45
| +0.5% | +$4.38K | 0.48% | 42 |
|
|
2016
Q2 | $1.01M | Buy |
9,901
+22
| +0.2% | +$2.24K | 0.54% | 39 |
|
|
2016
Q1 | $969K | Buy |
9,879
+11
| +0.1% | +$1.08K | 0.52% | 42 |
|
|
2015
Q4 | $868K | Sell |
9,868
-94
| -0.9% | -$8.27K | 0.48% | 48 |
|
|
2015
Q3 | $790K | Buy |
9,962
+198
| +2% | +$15.7K | 0.49% | 42 |
|
|
2015
Q2 | $783K | Sell |
9,764
-392
| -4% | -$31.4K | 0.43% | 47 |
|
|
2015
Q1 | $765K | Sell |
10,156
-834
| -8% | -$62.8K | 0.44% | 46 |
|
|
2014
Q4 | $895K | Buy |
10,990
+747
| +7% | +$60.8K | 0.48% | 48 |
|
|
2014
Q3 | $845K | Buy |
10,243
+224
| +2% | +$18.5K | 0.53% | 44 |
|
|
2014
Q2 | $850K | Sell |
10,019
-157
| -2% | -$13.3K | 0.52% | 46 |
|
|
2014
Q1 | $833K | Sell |
10,176
-7,624
| -43% | -$624K | 0.57% | 41 |
|
|
2013
Q4 | $1.55M | Buy |
17,800
+119
| +0.7% | +$10.4K | 0.89% | 31 |
|
|
2013
Q3 | $1.53M | Sell |
17,681
-642
| -4% | -$55.6K | 1% | 29 |
|
|
2013
Q2 | $1.59M | Buy |
+18,323
| New | +$1.59M | 1.1% | 25 |
|