MCIA
Mountain Capital Investment Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,848
| Closed | -$1.19M | – | 89 |
|
|
2022
Q1 | $1.19M | Sell |
21,848
-2,323
| -10% | -$127K | 0.56% | 60 |
|
|
2021
Q4 | $1.2M | Buy |
24,171
+5,738
| +31% | +$284K | 0.54% | 64 |
|
|
2021
Q3 | $861K | Buy |
18,433
+1,321
| +8% | +$61.7K | 0.46% | 80 |
|
|
2021
Q2 | $795K | Sell |
17,112
-2,096
| -11% | -$97.4K | 0.37% | 85 |
|
|
2021
Q1 | $983K | Buy |
19,208
+2,658
| +16% | +$136K | 0.49% | 78 |
|
|
2020
Q4 | $684K | Sell |
16,550
-3,618
| -18% | -$150K | 0.41% | 87 |
|
|
2020
Q3 | $816K | Buy |
+20,168
| New | +$816K | 0.53% | 66 |
|
|
2017
Q4 | – | Sell |
-2,514
| Closed | -$159K | – | 273 |
|
|
2017
Q3 | $159K | Sell |
2,514
-750
| -23% | -$47.4K | 0.14% | 37 |
|
|
2017
Q2 | $243K | Buy |
+3,264
| New | +$243K | 0.24% | 31 |
|