LWM
LBA Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $77K | Buy |
679
+36
| +6% | +$4.08K | 0.04% | 168 |
|
|
2016
Q4 | $59K | Buy |
643
+74
| +13% | +$6.79K | 0.03% | 179 |
|
|
2016
Q3 | $55K | Buy |
569
+242
| +74% | +$23.4K | 0.03% | 192 |
|
|
2016
Q2 | $33K | Hold |
327
| – | – | 0.02% | 225 |
|
|
2016
Q1 | $32K | Sell |
327
-70
| -18% | -$6.85K | 0.02% | 221 |
|
|
2015
Q4 | $35K | Sell |
397
-90
| -18% | -$7.94K | 0.02% | 226 |
|
|
2015
Q3 | $39K | Buy |
487
+167
| +52% | +$13.4K | 0.02% | 190 |
|
|
2015
Q2 | $26K | Sell |
320
-75
| -19% | -$6.09K | 0.02% | 199 |
|
|
2015
Q1 | $30K | Buy |
+395
| New | +$30K | 0.02% | 193 |
|
|
2014
Q1 | – | Sell |
-201
| Closed | -$18K | – | 269 |
|
|
2013
Q4 | $18K | Buy |
+201
| New | +$18K | 0.01% | 184 |
|