Peak 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-9,592
| Closed | -$545K | – | 127 |
|
2018
Q2 | $545K | Buy |
+9,592
| New | +$545K | 0.33% | 45 |
|
2018
Q1 | – | Sell |
-10,021
| Closed | -$636K | – | 85 |
|
2017
Q4 | $636K | Hold |
10,021
| – | – | 0.43% | 43 |
|
2017
Q3 | $636K | Buy |
10,021
+299
| +3% | +$19K | 0.42% | 43 |
|
2017
Q2 | $724K | Buy |
+9,722
| New | +$724K | 0.4% | 56 |
|