Phoenix Financial’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,616
| Closed | -$280K | – | 346 |
|
|
2023
Q3 | $280K | Buy |
+6,616
| New | +$280K | 0.01% | 265 |
|
|
2020
Q4 | – | Sell |
-50,998
| Closed | -$1.85M | – | 406 |
|
|
2020
Q3 | $1.85M | Sell |
50,998
-1,433
| -3% | -$51.9K | 0.08% | 162 |
|
|
2020
Q2 | $1.95M | Buy |
52,431
+5,900
| +13% | +$219K | 0.08% | 165 |
|
|
2020
Q1 | $1.75M | Buy |
+46,531
| New | +$1.75M | 0.09% | 168 |
|