Round Table Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,007
| Closed | -$426K | – | 124 |
|
2019
Q4 | $426K | Buy |
5,007
+138
| +3% | +$11.7K | 0.12% | 59 |
|
2019
Q3 | $370K | Buy |
4,869
+377
| +8% | +$28.6K | 0.11% | 67 |
|
2019
Q2 | $353K | Buy |
4,492
+1,103
| +33% | +$86.7K | 0.11% | 69 |
|
2019
Q1 | $300K | Sell |
3,389
-47
| -1% | -$4.16K | 0.1% | 78 |
|
2018
Q4 | $229K | Sell |
3,436
-1,465
| -30% | -$97.6K | 0.09% | 94 |
|
2018
Q3 | $400K | Buy |
4,901
+890
| +22% | +$72.6K | 0.14% | 65 |
|
2018
Q2 | $324K | Buy |
4,011
+97
| +2% | +$7.84K | 0.11% | 72 |
|
2018
Q1 | $389K | Buy |
3,914
+1,649
| +73% | +$164K | 0.14% | 66 |
|
2017
Q4 | $239K | Buy |
2,265
+328
| +17% | +$34.6K | 0.08% | 84 |
|
2017
Q3 | $215K | Buy |
+1,937
| New | +$215K | 0.08% | 89 |
|