LA
Lucus Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,110
| Closed | -$345K | – | 234 |
|
|
2017
Q3 | $345K | Buy |
+3,110
| New | +$345K | 0.49% | 156 |
|
|
2016
Q2 | – | Sell |
-2,891
| Closed | -$284K | – | 291 |
|
|
2016
Q1 | $284K | Sell |
2,891
-2,713
| -48% | -$267K | 0.17% | 249 |
|
|
2015
Q4 | $493K | Sell |
5,604
-155
| -3% | -$13.6K | 0.3% | 43 |
|
|
2015
Q3 | $457K | Sell |
5,759
-506
| -8% | -$40.2K | 0.25% | 91 |
|
|
2015
Q2 | $502K | Sell |
6,265
-237
| -4% | -$19K | 0.24% | 140 |
|
|
2015
Q1 | $490K | Buy |
6,502
+1,023
| +19% | +$77.1K | 0.25% | 171 |
|
|
2014
Q4 | $446K | Buy |
+5,479
| New | +$446K | 0.2% | 235 |
|