Mount Vernon Associates’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,150
| Closed | -$225K | – | 55 |
|
|
2017
Q4 | $225K | Buy |
+3,150
| New | +$225K | 0.34% | 47 |
|
|
2017
Q3 | – | Sell |
-3,150
| Closed | -$235K | – | 56 |
|
|
2017
Q2 | $235K | Hold |
3,150
| – | – | 0.42% | 48 |
|
|
2017
Q1 | $225K | Hold |
3,150
| – | – | 0.41% | 50 |
|
|
2016
Q4 | $213K | Buy |
+3,150
| New | +$213K | 0.42% | 47 |
|
|
2016
Q3 | – | Sell |
-3,150
| Closed | -$217K | – | 55 |
|
|
2016
Q2 | $217K | Buy |
+3,150
| New | +$217K | 0.46% | 50 |
|