Kurt F. Somerville’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,220
| Closed | -$371K | – | 118 |
|
|
2015
Q4 | $371K | Sell |
4,220
-490
| -10% | -$43.1K | 0.08% | 90 |
|
|
2015
Q3 | $374K | Hold |
4,710
| – | – | 0.1% | 84 |
|
|
2015
Q2 | $378K | Buy |
4,710
+110
| +2% | +$8.83K | 0.09% | 89 |
|
|
2015
Q1 | $347K | Hold |
4,600
| – | – | 0.08% | 93 |
|
|
2014
Q4 | $375K | Buy |
+4,600
| New | +$375K | 0.09% | 95 |
|