Private Vista’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,893
| Closed | -$283K | – | 146 |
|
|
2020
Q1 | $283K | Buy |
3,893
+239
| +7% | +$17.4K | 0.11% | 109 |
|
|
2019
Q4 | $314K | Buy |
3,654
+32
| +0.9% | +$2.75K | 0.08% | 106 |
|
|
2019
Q3 | $274K | Sell |
3,622
-603
| -14% | -$45.6K | 0.07% | 120 |
|
|
2019
Q2 | $332K | Buy |
4,225
+300
| +8% | +$23.6K | 0.08% | 111 |
|
|
2019
Q1 | $346K | Buy |
3,925
+918
| +31% | +$80.9K | 0.09% | 114 |
|
|
2018
Q4 | $201K | Sell |
3,007
-1,252
| -29% | -$83.7K | 0.05% | 145 |
|
|
2018
Q3 | $347K | Sell |
4,259
-164
| -4% | -$13.4K | 0.07% | 112 |
|
|
2018
Q2 | $357K | Buy |
4,423
+1,049
| +31% | +$84.7K | 0.08% | 104 |
|
|
2018
Q1 | $335K | Buy |
+3,374
| New | +$335K | 0.1% | 93 |
|