Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-127
| Closed | -$12.7K | – | 633 |
|
|
2023
Q1 | $12.7K | Buy |
127
+96
| +310% | +$9.6K | ﹤0.01% | 383 |
|
|
2022
Q4 | $3.14K | Hold |
31
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $3K | Sell |
31
-150
| -83% | -$14.5K | ﹤0.01% | 553 |
|
|
2022
Q1 | $17K | Hold |
181
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $17K | Buy |
+181
| New | +$17K | 0.01% | 349 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 271 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 403 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 413 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 402 |
|
|
2017
Q4 | – | Sell |
-95
| Closed | -$11K | – | 404 |
|
|
2017
Q3 | $11K | Hold |
95
| – | – | 0.01% | 276 |
|
|
2017
Q2 | $11K | Sell |
95
-200
| -68% | -$23.2K | 0.01% | 282 |
|
|
2017
Q1 | $33K | Hold |
295
| – | – | 0.02% | 176 |
|
|
2016
Q4 | $27K | Buy |
+295
| New | +$27K | 0.02% | 189 |
|