LWP
Legacy Wealth Planning’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,814
| Closed | -$267K | – | 103 |
|
|
2021
Q3 | $267K | Hold |
2,814
| – | – | 0.3% | 75 |
|
|
2021
Q2 | $279K | Sell |
2,814
-25
| -0.9% | -$2.48K | 0.32% | 71 |
|
|
2021
Q1 | $252K | Buy |
2,839
+100
| +4% | +$8.88K | 0.32% | 67 |
|
|
2020
Q4 | $227K | Buy |
2,739
+50
| +2% | +$4.14K | 0.29% | 72 |
|
|
2020
Q3 | $202K | Buy |
+2,689
| New | +$202K | 0.23% | 72 |
|
|
2020
Q2 | – | Sell |
-2,805
| Closed | -$205K | – | 85 |
|
|
2020
Q1 | $205K | Buy |
2,805
+25
| +0.9% | +$1.83K | 0.33% | 64 |
|
|
2019
Q4 | $237K | Buy |
+2,780
| New | +$237K | 0.27% | 64 |
|