MYCIO Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,707
| Closed | -$1.34M | – | 291 |
|
|
2019
Q4 | $1.34M | Sell |
15,707
-435
| -3% | -$37K | 0.09% | 102 |
|
|
2019
Q3 | $1.23M | Buy |
16,142
+3,374
| +26% | +$256K | 0.09% | 100 |
|
|
2019
Q2 | $1M | Sell |
12,768
-217
| -2% | -$17K | 0.08% | 108 |
|
|
2019
Q1 | $1.15M | Sell |
12,985
-1,660
| -11% | -$147K | 0.09% | 93 |
|
|
2018
Q4 | $977K | Buy |
14,645
+1,788
| +14% | +$119K | 0.09% | 102 |
|
|
2018
Q3 | $1.05M | Buy |
12,857
+118
| +0.9% | +$9.62K | 0.1% | 92 |
|
|
2018
Q2 | $1.03M | Buy |
12,739
+237
| +2% | +$19.1K | 0.11% | 91 |
|
|
2018
Q1 | $1.24M | Buy |
12,502
+8
| +0.1% | +$795 | 0.14% | 65 |
|
|
2017
Q4 | $1.35M | Buy |
12,494
+3,620
| +41% | +$391K | 0.15% | 63 |
|
|
2017
Q3 | $986K | Buy |
8,874
+31
| +0.4% | +$3.44K | 0.11% | 81 |
|
|
2017
Q2 | $1.04M | Sell |
8,843
-1,151
| -12% | -$135K | 0.12% | 77 |
|
|
2017
Q1 | $1.13M | Buy |
9,994
+577
| +6% | +$65.1K | 0.14% | 72 |
|
|
2016
Q4 | $862K | Buy |
9,417
+650
| +7% | +$59.5K | 0.12% | 83 |
|
|
2016
Q3 | $852K | Buy |
8,767
+469
| +6% | +$45.6K | 0.14% | 69 |
|
|
2016
Q2 | $844K | Buy |
8,298
+258
| +3% | +$26.2K | 0.14% | 68 |
|
|
2016
Q1 | $789K | Buy |
8,040
+35
| +0.4% | +$3.44K | 0.14% | 66 |
|
|
2015
Q4 | $704K | Buy |
8,005
+9
| +0.1% | +$792 | 0.13% | 71 |
|
|
2015
Q3 | $634K | Buy |
7,996
+9
| +0.1% | +$714 | 0.13% | 67 |
|
|
2015
Q2 | $640K | Sell |
7,987
-151
| -2% | -$12.1K | 0.12% | 70 |
|
|
2015
Q1 | $613K | Buy |
8,138
+169
| +2% | +$12.7K | 0.12% | 68 |
|
|
2014
Q4 | $649K | Buy |
7,969
+6
| +0.1% | +$489 | 0.14% | 66 |
|
|
2014
Q3 | $664K | Sell |
7,963
-91
| -1% | -$7.59K | 0.16% | 63 |
|
|
2014
Q2 | $679K | Buy |
8,054
+13
| +0.2% | +$1.1K | 0.15% | 62 |
|
|
2014
Q1 | $658K | Sell |
8,041
-100
| -1% | -$8.18K | 0.16% | 64 |
|
|
2013
Q4 | $709K | Sell |
8,141
-84
| -1% | -$7.32K | 0.18% | 59 |
|
|
2013
Q3 | $712K | Buy |
8,225
+4,313
| +110% | +$373K | 0.19% | 57 |
|
|
2013
Q2 | $339K | Buy |
+3,912
| New | +$339K | 0.09% | 88 |
|