Level Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | – | – | 276 |
|
|
2022
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 287 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$21K | – | 298 |
|
|
2022
Q2 | $21K | Buy |
+500
| New | +$21K | 0.02% | 140 |
|
|
2022
Q1 | – | Sell |
-390
| Closed | -$18K | – | 262 |
|
|
2021
Q4 | $18K | Buy |
+390
| New | +$18K | 0.01% | 136 |
|