Pinnacle Summer Investments’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $281K | Buy |
3,186
+2,367
| +289% | +$209K | 0.04% | 182 |
|
|
2015
Q3 | $65K | Buy |
819
+271
| +49% | +$21.5K | 0.01% | 445 |
|
|
2015
Q2 | $44K | Sell |
548
-193
| -26% | -$15.5K | 0.01% | 327 |
|
|
2015
Q1 | $56K | Sell |
741
-350
| -32% | -$26.5K | 0.01% | 493 |
|
|
2014
Q4 | $88K | Buy |
1,091
+5
| +0.5% | +$403 | 0.01% | 425 |
|
|
2014
Q3 | $91K | Sell |
1,086
-85
| -7% | -$7.12K | 0.01% | 436 |
|
|
2014
Q2 | $100K | Buy |
1,171
+700
| +149% | +$59.8K | 0.01% | 398 |
|
|
2014
Q1 | $40K | Hold |
471
| – | – | 0.01% | 501 |
|
|
2013
Q4 | $41K | Hold |
471
| – | – | 0.01% | 494 |
|
|
2013
Q3 | $41K | Sell |
471
-850
| -64% | -$74K | 0.01% | 458 |
|
|
2013
Q2 | $114K | Buy |
+1,321
| New | +$114K | 0.03% | 262 |
|