Shine Investment Advisory Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $117K | Buy |
3,030
+534
| +21% | +$20.6K | 0.04% | 176 |
|
|
2020
Q2 | $98K | Buy |
2,496
+1,279
| +105% | +$50.2K | 0.04% | 200 |
|
|
2020
Q1 | $47K | Buy |
1,217
+217
| +22% | +$8.38K | 0.02% | 274 |
|
|
2019
Q4 | $50K | Hold |
1,000
| – | – | 0.02% | 321 |
|
|
2019
Q3 | $41K | Sell |
1,000
-11
| -1% | -$451 | 0.02% | 341 |
|
|
2019
Q2 | $48K | Sell |
1,011
-50
| -5% | -$2.37K | 0.02% | 309 |
|
|
2019
Q1 | $61K | Buy |
1,061
+61
| +6% | +$3.51K | 0.03% | 268 |
|
|
2018
Q4 | $49K | Hold |
1,000
| – | – | 0.02% | 284 |
|
|
2018
Q3 | $60K | Hold |
1,000
| – | – | 0.03% | 271 |
|
|
2018
Q2 | $57K | Hold |
1,000
| – | – | 0.03% | 282 |
|
|
2018
Q1 | $62K | Hold |
1,000
| – | – | 0.03% | 259 |
|
|
2017
Q4 | $71K | Hold |
1,000
| – | – | 0.04% | 238 |
|
|
2017
Q3 | $63K | Buy |
+1,000
| New | +$63K | 0.03% | 252 |
|