LGWM
Litman Gregory Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-732
| Closed | -$56K | – | 256 |
|
|
2019
Q3 | $56K | Sell |
732
-132
| -15% | -$10.1K | 0.01% | 75 |
|
|
2019
Q2 | $68K | Buy |
864
+264
| +44% | +$20.8K | 0.02% | 76 |
|
|
2019
Q1 | $53K | Hold |
600
| – | – | 0.01% | 68 |
|
|
2018
Q4 | $40K | Buy |
+600
| New | +$40K | 0.01% | 79 |
|