Retirement Design & Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,098
| Closed | -$417K | – | 44 |
|
|
2016
Q2 | $417K | Buy |
4,098
+215
| +6% | +$21.9K | 0.26% | 55 |
|
|
2016
Q1 | $381K | Hold |
3,883
| – | – | 0.27% | 53 |
|
|
2015
Q4 | $341K | Hold |
3,883
| – | – | 0.19% | 60 |
|
|
2015
Q3 | $308K | Hold |
3,883
| – | – | 0.32% | 52 |
|
|
2015
Q2 | $311K | Sell |
3,883
-312
| -7% | -$25K | 0.27% | 58 |
|
|
2015
Q1 | $316K | Sell |
4,195
-32
| -0.8% | -$2.41K | 0.27% | 56 |
|
|
2014
Q4 | $344K | Buy |
+4,227
| New | +$344K | 0.26% | 59 |
|