Scholtz & Company’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-33,060
| Closed | -$2.46M | – | 66 |
|
|
2017
Q2 | $2.46M | Buy |
33,060
+185
| +0.6% | +$13.8K | 2.12% | 17 |
|
|
2017
Q1 | $2.35M | Sell |
32,875
-550
| -2% | -$39.3K | 1.99% | 22 |
|
|
2016
Q4 | $2.26M | Buy |
33,425
+1,100
| +3% | +$74.4K | 1.96% | 23 |
|
|
2016
Q3 | $2.04M | Sell |
32,325
-25,825
| -44% | -$1.63M | 2.11% | 25 |
|
|
2016
Q2 | $4.01M | Sell |
58,150
-265
| -0.5% | -$18.3K | 4.13% | 6 |
|
|
2016
Q1 | $3.66M | Buy |
+58,415
| New | +$3.66M | 3.66% | 13 |
|