River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,477
| Closed | -$200K | – | 162 |
|
|
2019
Q1 | $200K | Sell |
3,477
-1,549
| -31% | -$89.1K | 0.08% | 153 |
|
|
2018
Q4 | $248K | Sell |
5,026
-611
| -11% | -$30.1K | 0.11% | 142 |
|
|
2018
Q3 | $340K | Sell |
5,637
-760
| -12% | -$45.8K | 0.13% | 136 |
|
|
2018
Q2 | $363K | Sell |
6,397
-2,489
| -28% | -$141K | 0.14% | 130 |
|
|
2018
Q1 | $554K | Sell |
8,886
-50
| -0.6% | -$3.12K | 0.23% | 109 |
|
|
2017
Q4 | $638K | Sell |
8,936
-126
| -1% | -$9K | 0.27% | 103 |
|
|
2017
Q3 | $575K | Sell |
9,062
-68
| -0.7% | -$4.32K | 0.26% | 106 |
|
|
2017
Q2 | $680K | Buy |
9,130
+1,033
| +13% | +$76.9K | 0.32% | 98 |
|
|
2017
Q1 | $578K | Sell |
8,097
-138
| -2% | -$9.85K | 0.28% | 101 |
|
|
2016
Q4 | $557K | Buy |
8,235
+1,133
| +16% | +$76.6K | 0.28% | 102 |
|
|
2016
Q3 | $449K | Sell |
7,102
-88
| -1% | -$5.56K | 0.25% | 113 |
|
|
2016
Q2 | $496K | Sell |
7,190
-249
| -3% | -$17.2K | 0.28% | 100 |
|
|
2016
Q1 | $466K | Sell |
7,439
-141
| -2% | -$8.83K | 0.28% | 103 |
|
|
2015
Q4 | $441K | Sell |
7,580
-117
| -2% | -$6.81K | 0.28% | 101 |
|
|
2015
Q3 | $419K | Buy |
7,697
+60
| +0.8% | +$3.27K | 0.29% | 103 |
|
|
2015
Q2 | $374K | Sell |
7,637
-2,377
| -24% | -$116K | 0.24% | 107 |
|
|
2015
Q1 | $501K | Buy |
+10,014
| New | +$501K | 0.31% | 101 |
|