Nelson Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,646
| Closed | -$67K | – | 218 |
|
|
2019
Q3 | $67K | Hold |
1,646
| – | – | 0.02% | 130 |
|
|
2019
Q2 | $78K | Buy |
1,646
+1,166
| +243% | +$55.3K | 0.02% | 126 |
|
|
2019
Q1 | $28K | Sell |
480
-16
| -3% | -$933 | 0.01% | 167 |
|
|
2018
Q4 | $24K | Hold |
496
| – | – | 0.01% | 177 |
|
|
2018
Q3 | $30K | Buy |
496
+136
| +38% | +$8.23K | 0.01% | 159 |
|
|
2018
Q2 | $20K | Sell |
360
-100
| -22% | -$5.56K | 0.01% | 171 |
|
|
2018
Q1 | $29K | Hold |
460
| – | – | 0.01% | 165 |
|
|
2017
Q4 | $33K | Sell |
460
-140
| -23% | -$10K | 0.01% | 165 |
|
|
2017
Q3 | $38K | Buy |
+600
| New | +$38K | 0.01% | 139 |
|