SWM
Selective Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,033
| Closed | -$163K | – | 489 |
|
|
2022
Q3 | $163K | Hold |
4,033
| – | – | 0.07% | 152 |
|
|
2022
Q2 | $168K | Sell |
4,033
-811
| -17% | -$33.8K | 0.06% | 160 |
|
|
2022
Q1 | $253K | Hold |
4,844
| – | – | 0.09% | 110 |
|
|
2021
Q4 | $230K | Sell |
4,844
-200
| -4% | -$9.5K | 0.09% | 110 |
|
|
2021
Q3 | $230K | Sell |
5,044
-4,270
| -46% | -$195K | 0.12% | 95 |
|
|
2021
Q2 | $444K | Buy |
9,314
+1,150
| +14% | +$54.8K | 0.35% | 37 |
|
|
2021
Q1 | $418K | Buy |
8,164
+2,647
| +48% | +$136K | 0.38% | 34 |
|
|
2020
Q4 | $226K | Buy |
5,517
+5,117
| +1,279% | +$210K | 0.15% | 54 |
|
|
2020
Q3 | $15K | Hold |
400
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $16K | Buy |
400
+100
| +33% | +$4K | 0.01% | 197 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.02% | 142 |
|
|
2019
Q4 | $15K | Hold |
300
| – | – | 0.02% | 139 |
|
|
2019
Q3 | $12K | Buy |
+300
| New | +$12K | 0.02% | 159 |
|
|
2018
Q3 | $18K | Buy |
+300
| New | +$18K | 0.22% | 61 |
|