Powell Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,255
| Closed | -$226K | – | 146 |
|
|
2022
Q1 | $226K | Buy |
4,255
+55
| +1% | +$2.92K | 0.13% | 93 |
|
|
2021
Q4 | $203K | Buy |
+4,200
| New | +$203K | 0.12% | 102 |
|
|
2021
Q3 | – | Sell |
-4,180
| Closed | -$203K | – | 128 |
|
|
2021
Q2 | $203K | Sell |
4,180
-825
| -16% | -$40.1K | 0.12% | 96 |
|
|
2021
Q1 | $260K | Buy |
5,005
+11
| +0.2% | +$571 | 0.17% | 81 |
|
|
2020
Q4 | $209K | Sell |
4,994
-474
| -9% | -$19.8K | 0.16% | 83 |
|
|
2020
Q3 | $216K | Sell |
5,468
-1,322
| -19% | -$52.2K | 0.19% | 83 |
|
|
2020
Q2 | $272K | Buy |
6,790
+11
| +0.2% | +$441 | 0.26% | 66 |
|
|
2020
Q1 | $268K | Buy |
6,779
+8
| +0.1% | +$316 | 0.32% | 62 |
|
|
2019
Q4 | $344K | Buy |
+6,771
| New | +$344K | 0.36% | 60 |
|