Perennial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-322
| Closed | -$32K | – | 222 |
|
|
2021
Q2 | $32K | Hold |
322
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $29K | Hold |
322
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $27K | Buy |
+322
| New | +$27K | 0.01% | 168 |
|
|
2020
Q3 | – | Sell |
-322
| Closed | -$23K | – | 169 |
|
|
2020
Q2 | $23K | Buy |
+322
| New | +$23K | 0.01% | 165 |
|
|
2019
Q1 | – | Sell |
-322
| Closed | -$21K | – | 153 |
|
|
2018
Q4 | $21K | Hold |
322
| – | – | 0.01% | 132 |
|
|
2018
Q3 | $26K | Hold |
322
| – | – | 0.02% | 132 |
|
|
2018
Q2 | $26K | Hold |
322
| – | – | 0.02% | 130 |
|
|
2018
Q1 | $32K | Hold |
322
| – | – | 0.02% | 115 |
|
|
2017
Q4 | $34K | Hold |
322
| – | – | 0.02% | 120 |
|
|
2017
Q3 | $36K | Hold |
322
| – | – | 0.02% | 109 |
|
|
2017
Q2 | $38K | Hold |
322
| – | – | 0.03% | 105 |
|
|
2017
Q1 | $36K | Hold |
322
| – | – | 0.03% | 102 |
|
|
2016
Q4 | $29K | Buy |
+322
| New | +$29K | 0.02% | 109 |
|