Sadoff Investment Management’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 |
-6,708
| Closed | -$745K | – | 90 |
|
2017
Q3 | $745K | Buy |
6,708
+450
| +7% | +$50K | 0.07% | 52 |
|
2017
Q2 | $735K | Sell |
6,258
-1,372
| -18% | -$161K | 0.07% | 47 |
|
2017
Q1 | $861K | Buy |
7,630
+572
| +8% | +$64.5K | 0.08% | 46 |
|
2016
Q4 | $646K | Buy |
7,058
+1,400
| +25% | +$128K | 0.07% | 49 |
|
2016
Q3 | $550K | Buy |
5,658
+158
| +3% | +$15.4K | 0.06% | 47 |
|
2016
Q2 | $559K | Hold |
5,500
| – | – | 0.07% | 46 |
|
2016
Q1 | $540K | Hold |
5,500
| – | – | 0.07% | 51 |
|
2015
Q4 | $484K | Buy |
5,500
+500
| +10% | +$44K | 0.06% | 50 |
|
2015
Q3 | $397K | Buy |
+5,000
| New | +$397K | 0.05% | 49 |
|
2013
Q4 | – | Sell |
-2,770
| Closed | -$240K | – | 63 |
|
2013
Q3 | $240K | Buy |
2,770
+350
| +14% | +$30.3K | 0.04% | 52 |
|
2013
Q2 | $210K | Buy |
+2,420
| New | +$210K | 0.04% | 45 |
|