Lyell Wealth Management’s Altria Group MO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,600	Closed	-$359K	–	109
2017 Q3	$359K	Sell	5,600 -1,803	-24%	-$116K	0.16%	90
2017 Q2	$556K	Buy	7,403 +193	+3%	+$14.5K	0.27%	75
2017 Q1	$519K	Hold	7,210	–	–	0.28%	75
2016 Q4	$492K	Buy	+7,210	New	+$492K	0.31%	72