REDW Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,048
| Closed | -$204K | – | 86 |
|
|
2018
Q1 | $204K | Sell |
2,048
-100
| -5% | -$9.96K | 0.15% | 77 |
|
|
2017
Q4 | $227K | Sell |
2,148
-307
| -13% | -$32.4K | 0.18% | 72 |
|
|
2017
Q3 | $273K | Buy |
2,455
+200
| +9% | +$22.2K | 0.23% | 57 |
|
|
2017
Q2 | $265K | Hold |
2,255
| – | – | 0.26% | 56 |
|
|
2017
Q1 | $255K | Sell |
2,255
-64
| -3% | -$7.24K | 0.26% | 60 |
|
|
2016
Q4 | $212K | Buy |
+2,319
| New | +$212K | 0.24% | 67 |
|