MWPCG
Measured Wealth Private Client Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,469
| Closed | -$260K | – | 139 |
|
|
2020
Q3 | $260K | Sell |
3,469
-205
| -6% | -$15.4K | 0.13% | 96 |
|
|
2020
Q2 | $257K | Buy |
3,674
+242
| +7% | +$16.9K | 0.15% | 84 |
|
|
2020
Q1 | $250K | Sell |
3,432
-673
| -16% | -$49K | 0.19% | 74 |
|
|
2019
Q4 | $349K | Sell |
4,105
-1,076
| -21% | -$91.5K | 0.23% | 66 |
|
|
2019
Q3 | $393K | Sell |
5,181
-1,548
| -23% | -$117K | 0.25% | 66 |
|
|
2019
Q2 | $528K | Sell |
6,729
-710
| -10% | -$55.7K | 0.3% | 59 |
|
|
2019
Q1 | $658K | Buy |
+7,439
| New | +$658K | 0.41% | 46 |
|
|
2018
Q4 | – | Sell |
-4,292
| Closed | -$347K | – | 536 |
|
|
2018
Q3 | $347K | Sell |
4,292
-1,458
| -25% | -$118K | 0.21% | 89 |
|
|
2018
Q2 | $464K | Buy |
+5,750
| New | +$464K | 0.38% | 47 |
|