Private Vista’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,287
| Closed | -$250K | – | 159 |
|
|
2019
Q2 | $250K | Sell |
5,287
-26
| -0.5% | -$1.23K | 0.06% | 135 |
|
|
2019
Q1 | $306K | Buy |
5,313
+1,105
| +26% | +$63.6K | 0.08% | 122 |
|
|
2018
Q4 | $208K | Sell |
4,208
-1,670
| -28% | -$82.5K | 0.05% | 141 |
|
|
2018
Q3 | $355K | Sell |
5,878
-383
| -6% | -$23.1K | 0.07% | 111 |
|
|
2018
Q2 | $356K | Buy |
6,261
+479
| +8% | +$27.2K | 0.08% | 105 |
|
|
2018
Q1 | $360K | Buy |
+5,782
| New | +$360K | 0.11% | 87 |
|