SBA
Secrest Blakey & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $762K | Buy |
10,156
+175
| +2% | +$13.1K | 1.74% | 21 |
|
|
2020
Q2 | $699K | Buy |
9,981
+27
| +0.3% | +$1.89K | 1.69% | 22 |
|
|
2020
Q1 | $726K | Buy |
9,954
+1,119
| +13% | +$81.6K | 1.98% | 18 |
|
|
2019
Q4 | $752K | Sell |
8,835
-414
| -4% | -$35.2K | 1.65% | 25 |
|
|
2019
Q3 | $702K | Buy |
9,249
+6
| +0.1% | +$455 | 0.58% | 48 |
|
|
2019
Q2 | $736K | Buy |
9,243
+481
| +5% | +$38.3K | 0.64% | 46 |
|
|
2019
Q1 | $784K | Sell |
8,762
-384
| -4% | -$34.4K | 0.76% | 43 |
|
|
2018
Q4 | $620K | Buy |
9,146
+1,114
| +14% | +$75.5K | 0.52% | 55 |
|
|
2018
Q3 | $663K | Buy |
8,032
+151
| +2% | +$12.5K | 0.51% | 54 |
|
|
2018
Q2 | $644K | Buy |
7,881
+430
| +6% | +$35.1K | 0.51% | 54 |
|
|
2018
Q1 | $748K | Sell |
7,451
-840
| -10% | -$84.3K | 0.64% | 43 |
|
|
2017
Q4 | $883K | Buy |
+8,291
| New | +$883K | 0.71% | 32 |
|