Lakeshore Capital’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $679K | Buy |
8,552
+13
| +0.2% | +$1.03K | 1.49% | 18 |
|
|
2015
Q2 | $685K | Buy |
8,539
+14
| +0.2% | +$1.12K | 1.17% | 19 |
|
|
2015
Q1 | $643K | Sell |
8,525
-487
| -5% | -$36.7K | 1.04% | 19 |
|
|
2014
Q4 | $734K | Buy |
9,012
+12
| +0.1% | +$977 | 0.95% | 20 |
|
|
2014
Q3 | $751K | Hold |
9,000
| – | – | 0.75% | 20 |
|
|
2014
Q2 | $759K | Hold |
9,000
| – | – | 0.71% | 19 |
|
|
2014
Q1 | $737K | Sell |
9,000
-350
| -4% | -$28.7K | 0.75% | 19 |
|
|
2013
Q4 | $815K | Hold |
9,350
| – | – | 0.8% | 19 |
|
|
2013
Q3 | $810K | Hold |
9,350
| – | – | 0.74% | 20 |
|
|
2013
Q2 | $810K | Buy |
+9,350
| New | +$810K | 0.76% | 20 |
|