Midwest Financial Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,450
| Closed | -$248K | – | 111 |
|
|
2024
Q2 | $248K | Sell |
5,450
-75
| -1% | -$3.41K | 0.16% | 94 |
|
|
2024
Q1 | $241K | Sell |
5,525
-200
| -3% | -$8.72K | 0.16% | 95 |
|
|
2023
Q4 | $231K | Sell |
5,725
-1,000
| -15% | -$40.3K | 0.17% | 95 |
|
|
2023
Q3 | $283K | Buy |
6,725
+155
| +2% | +$6.52K | 0.24% | 84 |
|
|
2023
Q2 | $298K | Sell |
6,570
-100
| -1% | -$4.54K | 0.25% | 84 |
|
|
2023
Q1 | $298K | Buy |
+6,670
| New | +$298K | 0.27% | 78 |
|