Lenox Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $2K | Buy |
51
+25
| +96% | +$980 | ﹤0.01% | 612 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 648 |
|
|
2019
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 615 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 500 |
|
|
2017
Q1 | – | Sell |
-109
| Closed | -$7K | – | 230 |
|
|
2016
Q4 | $7K | Sell |
109
-113
| -51% | -$7.26K | 0.01% | 184 |
|
|
2016
Q3 | $14K | Sell |
222
-252
| -53% | -$15.9K | 0.01% | 153 |
|
|
2016
Q2 | $33K | Buy |
474
+224
| +90% | +$15.6K | 0.02% | 124 |
|
|
2016
Q1 | $16K | Hold |
250
| – | – | 0.01% | 150 |
|
|
2015
Q4 | $15K | Hold |
250
| – | – | 0.01% | 157 |
|
|
2015
Q3 | $14K | Hold |
250
| – | – | 0.01% | 103 |
|
|
2015
Q2 | $12K | Hold |
250
| – | – | 0.01% | 113 |
|
|
2015
Q1 | $13K | Hold |
250
| – | – | 0.01% | 112 |
|
|
2014
Q4 | $12K | Hold |
250
| – | – | 0.01% | 117 |
|
|
2014
Q3 | $11K | Hold |
250
| – | – | 0.01% | 126 |
|
|
2014
Q2 | $10K | Hold |
250
| – | – | 0.01% | 128 |
|
|
2014
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 148 |
|
|
2013
Q4 | $10K | Buy |
+250
| New | +$10K | 0.01% | 145 |
|