MPS Loria Financial Planners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,986
| Closed | -$152K | – | 399 |
|
|
2021
Q1 | $152K | Sell |
2,986
-101
| -3% | -$5.14K | 0.07% | 95 |
|
|
2020
Q4 | $126K | Buy |
3,087
+137
| +5% | +$5.59K | 0.06% | 103 |
|
|
2020
Q3 | $114K | Buy |
2,950
+52
| +2% | +$2.01K | 0.06% | 98 |
|
|
2020
Q2 | $114K | Buy |
+2,898
| New | +$114K | 0.06% | 91 |
|
|
2018
Q1 | – | Sell |
-3,083
| Closed | -$220K | – | 73 |
|
|
2017
Q4 | $220K | Buy |
+3,083
| New | +$220K | 0.15% | 71 |
|
|
2017
Q3 | – | Sell |
-3,058
| Closed | -$200K | – | 242 |
|
|
2017
Q2 | $200K | Buy |
+3,058
| New | +$200K | 0.13% | 70 |
|