PRW Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,726
| Closed | -$468K | – | 239 |
|
|
2021
Q2 | $468K | Buy |
4,726
+2,217
| +88% | +$220K | 0.14% | 168 |
|
|
2021
Q1 | $223K | Sell |
2,509
-1,589
| -39% | -$141K | 0.11% | 83 |
|
|
2020
Q4 | $339K | Buy |
4,098
+274
| +7% | +$22.7K | 0.19% | 60 |
|
|
2020
Q3 | $287K | Sell |
3,824
-356
| -9% | -$26.7K | 0.21% | 61 |
|
|
2020
Q2 | $293K | Buy |
4,180
+344
| +9% | +$24.1K | 0.23% | 55 |
|
|
2020
Q1 | $280K | Buy |
+3,836
| New | +$280K | 0.34% | 42 |
|
|
2019
Q2 | – | Sell |
-675
| Closed | -$60K | – | 506 |
|
|
2019
Q1 | $60K | Sell |
675
-3,170
| -82% | -$282K | 0.06% | 122 |
|
|
2018
Q4 | $257K | Buy |
+3,845
| New | +$257K | 0.32% | 46 |
|