Mark Sheptoff Financial Planning’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-475
| Closed | -$20K | – | 404 |
|
|
2023
Q3 | $20K | Buy |
+475
| New | +$20K | 0.01% | 212 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$13.4K | – | 400 |
|
|
2023
Q1 | $13.4K | Hold |
300
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $13.7K | Hold |
300
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $12K | Sell |
300
-91
| -23% | -$3.64K | 0.01% | 241 |
|
|
2022
Q2 | $16K | Hold |
391
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $20K | Hold |
391
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $19K | Buy |
+391
| New | +$19K | 0.01% | 257 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$14K | – | 378 |
|
|
2019
Q2 | $14K | Hold |
300
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 218 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$30K | – | 348 |
|
|
2018
Q3 | $30K | Hold |
500
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $28K | Hold |
500
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $31K | Buy |
+500
| New | +$31K | 0.02% | 201 |
|
|
2015
Q4 | – | Sell |
-46
| Closed | -$3K | – | 413 |
|
|
2015
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 320 |
|