RGT Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,291
| Closed | -$254K | – | 107 |
|
|
2017
Q3 | $254K | Hold |
2,291
| – | – | 0.17% | 74 |
|
|
2017
Q2 | $269K | Buy |
2,291
+72
| +3% | +$8.45K | 0.18% | 60 |
|
|
2017
Q1 | $250K | Buy |
+2,219
| New | +$250K | 0.17% | 73 |
|
|
2016
Q4 | – | Sell |
-2,094
| Closed | -$204K | – | 133 |
|
|
2016
Q3 | $204K | Buy |
+2,094
| New | +$204K | 0.13% | 110 |
|