Legacy Wealth Planning’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 | – | Sell |
-4,658
| Closed | -$243K | – | 100 |
|
|
2022
Q1 | $243K | Sell |
4,658
-142
| -3% | -$7.41K | 0.29% | 79 |
|
|
2021
Q4 | $227K | Sell |
4,800
-1,369
| -22% | -$64.7K | 0.26% | 83 |
|
|
2021
Q3 | $281K | Hold |
6,169
| – | – | 0.31% | 70 |
|
|
2021
Q2 | $294K | Hold |
6,169
| – | – | 0.33% | 65 |
|
|
2021
Q1 | $316K | Sell |
6,169
-120
| -2% | -$6.15K | 0.4% | 56 |
|
|
2020
Q4 | $258K | Buy |
6,289
+10
| +0.2% | +$410 | 0.33% | 60 |
|
|
2020
Q3 | $243K | Sell |
6,279
-115
| -2% | -$4.45K | 0.28% | 62 |
|
|
2020
Q2 | $251K | Sell |
6,394
-148
| -2% | -$5.81K | 0.3% | 55 |
|
|
2020
Q1 | $253K | Buy |
6,542
+488
| +8% | +$18.9K | 0.41% | 53 |
|
|
2019
Q4 | $302K | Buy |
+6,054
| New | +$302K | 0.34% | 50 |
|