REDW Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,881
| Closed | -$223K | – | 87 |
|
|
2019
Q1 | $223K | Buy |
+3,881
| New | +$223K | 0.14% | 76 |
|
|
2018
Q4 | – | Sell |
-3,781
| Closed | -$228K | – | 85 |
|
|
2018
Q3 | $228K | Hold |
3,781
| – | – | 0.15% | 74 |
|
|
2018
Q2 | $215K | Sell |
3,781
-1,039
| -22% | -$59.1K | 0.15% | 74 |
|
|
2018
Q1 | $300K | Sell |
4,820
-50
| -1% | -$3.11K | 0.22% | 55 |
|
|
2017
Q4 | $348K | Hold |
4,870
| – | – | 0.27% | 45 |
|
|
2017
Q3 | $309K | Hold |
4,870
| – | – | 0.26% | 47 |
|
|
2017
Q2 | $363K | Sell |
4,870
-573
| -11% | -$42.7K | 0.36% | 41 |
|
|
2017
Q1 | $389K | Buy |
5,443
+78
| +1% | +$5.57K | 0.4% | 38 |
|
|
2016
Q4 | $363K | Buy |
+5,365
| New | +$363K | 0.41% | 40 |
|