Personal Wealth Partners’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 |
-397
| Closed | -$19K | – | 273 |
|
|
2021
Q2 | $19K | Buy |
+397
| New | +$19K | 0.01% | 217 |
|
|
2020
Q1 | – | Sell |
-162
| Closed | -$8K | – | 392 |
|
|
2019
Q4 | $8K | Hold |
162
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $7K | Buy |
162
+97
| +149% | +$4.19K | ﹤0.01% | 258 |
|
|
2019
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 264 |
|