Peak Financial Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,188
| Closed | -$217K | – | 54 |
|
|
2018
Q1 | $217K | Hold |
2,188
| – | – | 0.1% | 46 |
|
|
2017
Q4 | $231K | Hold |
2,188
| – | – | 0.09% | 47 |
|
|
2017
Q3 | $243K | Hold |
2,188
| – | – | 0.09% | 43 |
|
|
2017
Q2 | $257K | Hold |
2,188
| – | – | 0.1% | 39 |
|
|
2017
Q1 | $247K | Hold |
2,188
| – | – | 0.1% | 41 |
|
|
2016
Q4 | $200K | Hold |
2,188
| – | – | 0.09% | 38 |
|
|
2016
Q3 | $213K | Hold |
2,188
| – | – | 0.09% | 27 |
|
|
2016
Q2 | $223K | Buy |
+2,188
| New | +$223K | 0.1% | 29 |
|