Quattro Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,200
| Closed | -$248K | – | 69 |
|
|
2019
Q3 | $248K | Hold |
3,200
| – | – | 0.08% | 54 |
|
|
2019
Q2 | $283K | Buy |
+3,200
| New | +$283K | 0.09% | 48 |
|
|
2019
Q1 | – | Sell |
-3,685
| Closed | -$265K | – | 61 |
|
|
2018
Q4 | $265K | Buy |
3,685
+3,200
| +660% | +$230K | 0.09% | 54 |
|
|
2018
Q3 | $41.2K | Hold |
485
| – | – | 0.02% | 72 |
|
|
2018
Q2 | $39.8K | Buy |
485
+348
| +254% | +$28.5K | 0.02% | 59 |
|
|
2018
Q1 | $13.8K | Buy |
+137
| New | +$13.8K | 0.01% | 70 |
|