Lyell Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,035
| Closed | -$564K | – | 110 |
|
|
2017
Q3 | $564K | Sell |
5,035
-193
| -4% | -$21.6K | 0.24% | 78 |
|
|
2017
Q2 | $619K | Buy |
5,228
+193
| +4% | +$22.9K | 0.3% | 72 |
|
|
2017
Q1 | $574K | Sell |
5,035
-1,200
| -19% | -$137K | 0.31% | 71 |
|
|
2016
Q4 | $577K | Buy |
+6,235
| New | +$577K | 0.36% | 70 |
|