PWAG
Polaris Wealth Advisory Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29,126
| Closed | -$1.68M | – | 163 |
|
|
2019
Q1 | $1.68M | Buy |
29,126
+12,634
| +77% | +$729K | 0.13% | 85 |
|
|
2018
Q4 | $815K | Buy |
16,492
+13,861
| +527% | +$685K | 0.08% | 88 |
|
|
2018
Q3 | $159K | Buy |
2,631
+2,149
| +446% | +$130K | 0.01% | 170 |
|
|
2018
Q2 | $30K | Sell |
482
-11,602
| -96% | -$722K | ﹤0.01% | 154 |
|
|
2018
Q1 | $753K | Buy |
12,084
+7,035
| +139% | +$438K | 0.06% | 96 |
|
|
2017
Q4 | $361K | Buy |
5,049
+222
| +5% | +$15.9K | 0.03% | 114 |
|
|
2017
Q3 | $306K | Sell |
4,827
-204
| -4% | -$12.9K | 0.03% | 119 |
|
|
2017
Q2 | $375K | Buy |
5,031
+880
| +21% | +$65.6K | 0.04% | 100 |
|
|
2017
Q1 | $296K | Hold |
4,151
| – | – | 0.03% | 92 |
|
|
2016
Q4 | $281K | Buy |
4,151
+173
| +4% | +$11.7K | 0.03% | 95 |
|
|
2016
Q3 | $252K | Sell |
3,978
-573
| -13% | -$36.3K | 0.03% | 95 |
|
|
2016
Q2 | $314K | Sell |
4,551
-3,351
| -42% | -$231K | 0.05% | 81 |
|
|
2016
Q1 | $495K | Sell |
7,902
-7,950
| -50% | -$498K | 0.08% | 70 |
|
|
2015
Q4 | $923K | Buy |
+15,852
| New | +$923K | 0.15% | 59 |
|
|
2013
Q3 | – | Sell |
-1
| Closed | -$35 | – | 154 |
|
|
2013
Q2 | $35 | Buy |
+1
| New | +$35 | ﹤0.01% | 150 |
|