Lake Point Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $26K | Hold |
261
| – | – | 0.01% | 99 |
|
|
2022
Q1 | $25K | Hold |
261
| – | – | 0.01% | 101 |
|
|
2021
Q4 | $25K | Hold |
261
| – | – | 0.01% | 107 |
|
|
2021
Q3 | $25K | Sell |
261
-65
| -20% | -$6.23K | 0.01% | 93 |
|
|
2021
Q2 | $32K | Buy |
+326
| New | +$32K | 0.01% | 90 |
|
|
2020
Q1 | $24K | Hold |
330
| – | – | 0.02% | 73 |
|
|
2019
Q4 | $28K | Buy |
+330
| New | +$28K | 0.01% | 173 |
|
|
2019
Q2 | $29K | Hold |
364
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $29K | Sell |
364
-9,663
| -96% | -$770K | 0.01% | 207 |
|
|
2018
Q4 | $669K | Buy |
+10,027
| New | +$669K | 0.25% | 71 |
|