LAS
LWM Advisory Services’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,118
| Closed | -$513K | – | 118 |
|
2022
Q3 | $513K | Buy |
6,118
+949
| +18% | +$79.6K | 0.58% | 52 |
|
2022
Q2 | $510K | Buy |
5,169
+1,538
| +42% | +$152K | 0.61% | 48 |
|
2022
Q1 | $342K | Buy |
3,631
+530
| +17% | +$49.9K | 0.42% | 72 |
|
2021
Q4 | $295K | Buy |
+3,101
| New | +$295K | 0.37% | 81 |
|