New Potomac Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51K | Buy |
+1,000
| New | +$51K | 0.03% | 120 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$39K | – | 99 |
|
|
2020
Q3 | $39K | Hold |
1,000
| – | – | 0.03% | 93 |
|
|
2020
Q2 | $39K | Hold |
1,000
| – | – | 0.03% | 95 |
|
|
2020
Q1 | $39K | Hold |
1,000
| – | – | 0.04% | 93 |
|
|
2019
Q4 | $50K | Hold |
1,000
| – | – | 0.05% | 96 |
|
|
2019
Q3 | $41K | Hold |
1,000
| – | – | 0.04% | 101 |
|
|
2019
Q2 | $47K | Hold |
1,000
| – | – | 0.05% | 97 |
|
|
2019
Q1 | $57K | Sell |
1,000
-500
| -33% | -$28.5K | 0.06% | 96 |
|
|
2018
Q4 | $74K | Hold |
1,500
| – | – | 0.08% | 92 |
|
|
2018
Q3 | $90K | Hold |
1,500
| – | – | 0.08% | 84 |
|
|
2018
Q2 | $85K | Hold |
1,500
| – | – | 0.08% | 83 |
|
|
2018
Q1 | $93K | Sell |
1,500
-200
| -12% | -$12.4K | 0.09% | 80 |
|
|
2017
Q4 | $121K | Buy |
+1,700
| New | +$121K | 0.12% | 76 |
|