Outlook Wealth Advisors’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 |
-5,081
| Closed | -$208K | – | 151 |
|
2019
Q3 | $208K | Sell |
5,081
-3,925
| -44% | -$161K | 0.12% | 151 |
|
2019
Q2 | $426K | Buy |
9,006
+225
| +3% | +$10.6K | 0.28% | 90 |
|
2019
Q1 | $504K | Buy |
8,781
+5,980
| +213% | +$343K | 0.42% | 65 |
|
2018
Q4 | $1.38M | Buy |
+2,801
| New | +$1.38M | 0.63% | 35 |
|