RGT Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $320K | Sell |
7,930
-3,950
| -33% | -$159K | 0.05% | 57 |
|
|
2022
Q2 | $496K | Buy |
+11,880
| New | +$496K | 0.08% | 53 |
|
|
2022
Q1 | – | Sell |
-1,075
| Closed | -$51K | – | 246 |
|
|
2021
Q4 | $51K | Buy |
+1,075
| New | +$51K | 0.01% | 139 |
|
|
2017
Q2 | – | Sell |
-3,504
| Closed | -$250K | – | 104 |
|
|
2017
Q1 | $250K | Buy |
3,504
+348
| +11% | +$24.8K | 0.17% | 72 |
|
|
2016
Q4 | $213K | Sell |
3,156
-500
| -14% | -$33.7K | 0.12% | 110 |
|
|
2016
Q3 | $231K | Buy |
+3,656
| New | +$231K | 0.14% | 94 |
|