Lake Point Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $72K | Buy |
1,714
+1
| +0.1% | +$42 | 0.04% | 52 |
|
|
2022
Q1 | $89K | Buy |
1,713
+1
| +0.1% | +$52 | 0.04% | 44 |
|
|
2021
Q4 | $81K | Buy |
1,712
+1
| +0.1% | +$47 | 0.04% | 52 |
|
|
2021
Q3 | $78K | Buy |
1,711
+1
| +0.1% | +$46 | 0.04% | 46 |
|
|
2021
Q2 | $82K | Buy |
+1,710
| New | +$82K | 0.04% | 45 |
|
|
2020
Q1 | $69K | Buy |
1,795
+1,524
| +562% | +$58.6K | 0.06% | 36 |
|
|
2019
Q4 | $14K | Buy |
+271
| New | +$14K | ﹤0.01% | 239 |
|
|
2019
Q2 | $16K | Hold |
335
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $16K | Sell |
335
-14,997
| -98% | -$716K | 0.01% | 270 |
|
|
2018
Q4 | $757K | Buy |
+15,332
| New | +$757K | 0.28% | 60 |
|