Kore Private Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,149
| Closed | -$280K | – | 411 |
|
|
2021
Q3 | $280K | Sell |
6,149
-279
| -4% | -$12.7K | 0.03% | 343 |
|
|
2021
Q2 | $306K | Buy |
+6,428
| New | +$306K | 0.03% | 313 |
|
|
2020
Q3 | – | Sell |
-2,962
| Closed | -$116K | – | 773 |
|
|
2020
Q2 | $116K | Sell |
2,962
-21
| -0.7% | -$822 | 0.02% | 316 |
|
|
2020
Q1 | $115K | Buy |
2,983
+146
| +5% | +$5.63K | 0.03% | 293 |
|
|
2019
Q4 | $142K | Buy |
+2,837
| New | +$142K | 0.03% | 307 |
|
|
2019
Q2 | – | Sell |
-3,703
| Closed | -$216K | – | 583 |
|
|
2019
Q1 | $216K | Buy |
3,703
+2,375
| +179% | +$139K | 0.05% | 196 |
|
|
2018
Q4 | $67K | Buy |
+1,328
| New | +$67K | 0.02% | 323 |
|