Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,633
| Closed | -$173K | – | 378 |
|
|
2021
Q2 | $173K | Buy |
+3,633
| New | +$173K | 0.06% | 136 |
|
|
2020
Q1 | – | Sell |
-4,138
| Closed | -$207K | – | 112 |
|
|
2019
Q4 | $207K | Buy |
+4,138
| New | +$207K | 0.12% | 100 |
|
|
2019
Q3 | – | Sell |
-4,421
| Closed | -$209K | – | 104 |
|
|
2019
Q2 | $209K | Sell |
4,421
-274
| -6% | -$13K | 0.14% | 97 |
|
|
2019
Q1 | $270K | Sell |
4,695
-45
| -0.9% | -$2.59K | 0.17% | 84 |
|
|
2018
Q4 | $232K | Buy |
4,740
+45
| +1% | +$2.2K | 0.16% | 87 |
|
|
2018
Q3 | $285K | Hold |
4,695
| – | – | 0.18% | 91 |
|
|
2018
Q2 | $274K | Sell |
4,695
-10,431
| -69% | -$609K | 0.18% | 95 |
|
|
2018
Q1 | $948K | Buy |
15,126
+2
| +0% | +$125 | 0.73% | 32 |
|
|
2017
Q4 | $1.07M | Buy |
+15,124
| New | +$1.07M | 0.8% | 28 |
|