Lucia Wealth Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $49K | Hold |
1,275
| – | – | 0.01% | 161 |
|
|
2020
Q2 | $50K | Sell |
1,275
-400
| -24% | -$15.7K | 0.01% | 156 |
|
|
2020
Q1 | $65K | Buy |
1,675
+400
| +31% | +$15.5K | 0.02% | 159 |
|
|
2019
Q4 | $64K | Buy |
1,275
+1,000
| +364% | +$50.2K | 0.02% | 147 |
|
|
2019
Q3 | $11K | Sell |
275
-500
| -65% | -$20K | ﹤0.01% | 158 |
|
|
2019
Q2 | $37K | Sell |
775
-464
| -37% | -$22.2K | 0.01% | 150 |
|
|
2019
Q1 | $71K | Buy |
1,239
+410
| +49% | +$23.5K | 0.02% | 151 |
|
|
2018
Q4 | $41K | Sell |
829
-773
| -48% | -$38.2K | 0.02% | 147 |
|
|
2018
Q3 | $97K | Buy |
1,602
+68
| +4% | +$4.12K | 0.03% | 164 |
|
|
2018
Q2 | $87K | Buy |
1,534
+252
| +20% | +$14.3K | 0.04% | 145 |
|
|
2018
Q1 | $80K | Sell |
1,282
-1,555
| -55% | -$97K | 0.03% | 131 |
|
|
2017
Q4 | $203K | Buy |
+2,837
| New | +$203K | 0.09% | 116 |
|