NEIRG Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72,806
| Closed | -$3.3M | – | 68 |
|
|
2023
Q2 | $3.3M | Sell |
72,806
-9,102
| -11% | -$412K | 0.61% | 45 |
|
|
2023
Q1 | $3.65M | Buy |
81,908
+5,158
| +7% | +$230K | 0.63% | 45 |
|
|
2022
Q4 | $3.51M | Buy |
76,750
+6,568
| +9% | +$300K | 0.66% | 47 |
|
|
2022
Q3 | $2.83M | Buy |
+70,182
| New | +$2.83M | 0.57% | 49 |
|