Lehman & Derafelo Financial Resources’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 |
-4,467
| Closed | -$237K | – | 206 |
|
|
2022
Q1 | $237K | Buy |
4,467
+91
| +2% | +$4.83K | 0.07% | 99 |
|
|
2021
Q4 | $207K | Buy |
+4,376
| New | +$207K | 0.06% | 104 |
|
|
2021
Q3 | – | Sell |
-4,764
| Closed | -$227K | – | 210 |
|
|
2021
Q2 | $227K | Sell |
4,764
-395
| -8% | -$18.8K | 0.06% | 108 |
|
|
2021
Q1 | $264K | Buy |
5,159
+6
| +0.1% | +$307 | 0.07% | 96 |
|
|
2020
Q4 | $211K | Buy |
+5,153
| New | +$211K | 0.06% | 113 |
|
|
2020
Q1 | – | Sell |
-4,730
| Closed | -$236K | – | 207 |
|
|
2019
Q4 | $236K | Sell |
4,730
-413
| -8% | -$20.6K | 0.08% | 89 |
|
|
2019
Q3 | $210K | Sell |
5,143
-502
| -9% | -$20.5K | 0.08% | 94 |
|
|
2019
Q2 | $275K | Buy |
5,645
+404
| +8% | +$19.7K | 0.11% | 79 |
|
|
2019
Q1 | $301K | Buy |
5,241
+605
| +13% | +$34.7K | 0.13% | 72 |
|
|
2018
Q4 | $229K | Buy |
+4,636
| New | +$229K | 0.11% | 75 |
|