Rex Capital Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,433
| Closed | -$280K | – | 56 |
|
|
2014
Q4 | $280K | Sell |
3,433
-130
| -4% | -$10.6K | 0.27% | 51 |
|
|
2014
Q3 | $297K | Hold |
3,563
| – | – | 0.29% | 48 |
|
|
2014
Q2 | $300K | Hold |
3,563
| – | – | 0.27% | 45 |
|
|
2014
Q1 | $292K | Hold |
3,563
| – | – | 0.3% | 42 |
|
|
2013
Q4 | $310K | Hold |
3,563
| – | – | 0.34% | 41 |
|
|
2013
Q3 | $309K | Hold |
3,563
| – | – | 0.34% | 35 |
|
|
2013
Q2 | $309K | Buy |
+3,563
| New | +$309K | 0.25% | 34 |
|