Pinnacle Family Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,633
| Closed | -$438K | – | 142 |
|
|
2021
Q3 | $438K | Buy |
9,633
+234
| +2% | +$10.6K | 0.2% | 72 |
|
|
2021
Q2 | $447K | Buy |
+9,399
| New | +$447K | 0.2% | 76 |
|
|
2018
Q2 | – | Sell |
-3,819
| Closed | -$238K | – | 71 |
|
|
2018
Q1 | $238K | Sell |
3,819
-110
| -3% | -$6.86K | 0.14% | 58 |
|
|
2017
Q4 | $281K | Sell |
3,929
-4
| -0.1% | -$286 | 0.13% | 63 |
|
|
2017
Q3 | $249K | Sell |
3,933
-2
| -0.1% | -$127 | 0.12% | 67 |
|
|
2017
Q2 | $293K | Buy |
3,935
+777
| +25% | +$57.9K | 0.16% | 57 |
|
|
2017
Q1 | $226K | Buy |
+3,158
| New | +$226K | 0.14% | 55 |
|