Shikiar Asset 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
Q3 | – | Sell |
-2,000
| Closed | -$235K | – | 111 |
|
|
2017
Q2 | $235K | Sell |
2,000
-1,000
| -33% | -$118K | 0.1% | 97 |
|
|
2017
Q1 | $339K | Sell |
3,000
-500
| -14% | -$56.5K | 0.15% | 78 |
|
|
2016
Q4 | $320K | Sell |
3,500
-1,500
| -30% | -$137K | 0.14% | 80 |
|
|
2016
Q3 | $486K | Hold |
5,000
| – | – | 0.22% | 69 |
|
|
2016
Q2 | $509K | Hold |
5,000
| – | – | 0.23% | 66 |
|
|
2016
Q1 | $491K | Buy |
+5,000
| New | +$491K | 0.23% | 67 |
|