Royal Capital Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,878
| Closed | -$396K | – | 101 |
|
|
2023
Q1 | $396K | Buy |
8,878
+148
| +2% | +$6.6K | 0.4% | 51 |
|
|
2022
Q4 | $399K | Sell |
8,730
-1,861
| -18% | -$85.1K | 0.42% | 51 |
|
|
2022
Q3 | $428K | Buy |
10,591
+509
| +5% | +$20.6K | 0.5% | 44 |
|
|
2022
Q2 | $421K | Buy |
10,082
+702
| +7% | +$29.3K | 0.46% | 49 |
|
|
2022
Q1 | $490K | Buy |
9,380
+440
| +5% | +$23K | 0.48% | 50 |
|
|
2021
Q4 | $424K | Buy |
+8,940
| New | +$424K | 0.41% | 62 |
|