RTD Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,692
| Closed | -$272K | – | 94 |
|
2022
Q4 | $272K | Hold |
2,692
| – | – | 0.04% | 90 |
|
2022
Q3 | $223K | Sell |
2,692
-50
| -2% | -$4.14K | 0.04% | 88 |
|
2022
Q2 | $271K | Sell |
2,742
-102
| -4% | -$10.1K | 0.04% | 95 |
|
2022
Q1 | $267K | Buy |
2,844
+41
| +1% | +$3.85K | 0.04% | 98 |
|
2021
Q4 | $266K | Buy |
+2,803
| New | +$266K | 0.03% | 105 |
|