Kurt F. Somerville’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,510
| Closed | -$262K | – | 116 |
|
|
2015
Q4 | $262K | Sell |
4,510
-775
| -15% | -$45K | 0.06% | 107 |
|
|
2015
Q3 | $288K | Hold |
5,285
| – | – | 0.07% | 103 |
|
|
2015
Q2 | $258K | Hold |
5,285
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $264K | Sell |
5,285
-390
| -7% | -$19.5K | 0.06% | 109 |
|
|
2014
Q4 | $279K | Buy |
+5,675
| New | +$279K | 0.07% | 110 |
|