KLR Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $466K | Sell |
4,956
-641
| -11% | -$60.3K | 0.34% | 79 |
|
|
2023
Q4 | $534K | Buy |
5,597
+302
| +6% | +$28.8K | 0.39% | 64 |
|
|
2023
Q3 | $522K | Sell |
5,295
-489
| -8% | -$48.2K | 0.47% | 59 |
|
|
2023
Q2 | $572K | Buy |
5,784
+200
| +4% | +$19.8K | 0.47% | 54 |
|
|
2023
Q1 | $550K | Buy |
5,584
+258
| +5% | +$25.4K | 0.48% | 60 |
|
|
2022
Q4 | $546K | Buy |
+5,326
| New | +$546K | 0.45% | 60 |
|