KMS Financial Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.53M | Buy |
98,600
+1,045
| +1% | +$48K | 0.64% | 27 |
|
|
2014
Q2 | $4.09M | Sell |
97,555
-7,995
| -8% | -$335K | 0.59% | 30 |
|
|
2014
Q1 | $3.95M | Sell |
105,550
-44,237
| -30% | -$1.66M | 0.62% | 27 |
|
|
2013
Q4 | $5.75M | Buy |
149,787
+68,252
| +84% | +$2.62M | 0.97% | 17 |
|
|
2013
Q3 | $2.8M | Buy |
81,535
+7,366
| +10% | +$253K | 0.68% | 27 |
|
|
2013
Q2 | $2.6M | Buy |
+74,169
| New | +$2.6M | 0.73% | 25 |
|