Planning Alternatives’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,930
| Closed | -$538K | – | 44 |
|
|
2020
Q3 | $538K | Sell |
13,930
-550
| -4% | -$21.2K | 0.1% | 34 |
|
|
2020
Q2 | $568K | Hold |
14,480
| – | – | 0.12% | 33 |
|
|
2020
Q1 | $560K | Hold |
14,480
| – | – | 0.13% | 33 |
|
|
2019
Q4 | $723K | Hold |
14,480
| – | – | 0.13% | 35 |
|
|
2019
Q3 | $592K | Sell |
14,480
-582
| -4% | -$23.8K | 0.11% | 36 |
|
|
2019
Q2 | $713K | Sell |
15,062
-1,800
| -11% | -$85.2K | 0.13% | 36 |
|
|
2019
Q1 | $968K | Buy |
+16,862
| New | +$968K | 0.18% | 32 |
|