Northstar 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
Q3 | $1.92M | Sell |
25,581
-117
| -0.5% | -$8.77K | 0.89% | 40 |
|
|
2020
Q2 | $1.8M | Buy |
25,698
+1,061
| +4% | +$74.3K | 0.75% | 45 |
|
|
2020
Q1 | $1.8M | Buy |
24,637
+477
| +2% | +$34.8K | 0.91% | 33 |
|
|
2019
Q4 | $2.06M | Sell |
24,160
-256
| -1% | -$21.8K | 0.84% | 40 |
|
|
2019
Q3 | $1.85M | Sell |
24,416
-2,983
| -11% | -$227K | 0.81% | 38 |
|
|
2019
Q2 | $2.15M | Sell |
27,399
-1,006
| -4% | -$79K | 0.96% | 31 |
|
|
2019
Q1 | $2.51M | Buy |
28,405
+163
| +0.6% | +$14.4K | 1.15% | 24 |
|
|
2018
Q4 | $1.89M | Buy |
28,242
+942
| +3% | +$62.9K | 0.99% | 32 |
|
|
2018
Q3 | $2.23M | Buy |
27,300
+4,536
| +20% | +$370K | 1.07% | 27 |
|
|
2018
Q2 | $1.84M | Buy |
22,764
+2,066
| +10% | +$167K | 0.92% | 36 |
|
|
2018
Q1 | $2.06M | Buy |
20,698
+13,062
| +171% | +$1.3M | 1.05% | 26 |
|
|
2017
Q4 | $795K | Buy |
7,636
+135
| +2% | +$14.1K | 0.71% | 47 |
|
|
2017
Q3 | $850K | Sell |
7,501
-784
| -9% | -$88.8K | 0.83% | 42 |
|
|
2017
Q2 | $979K | Buy |
8,285
+8
| +0.1% | +$945 | 0.89% | 32 |
|
|
2017
Q1 | $937K | Buy |
+8,277
| New | +$937K | 0.87% | 34 |
|