Shine Investment Advisory Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $96K | Sell |
1,282
-255
| -17% | -$19.1K | 0.03% | 199 |
|
|
2020
Q2 | $108K | Sell |
1,537
-395
| -20% | -$27.8K | 0.04% | 188 |
|
|
2020
Q1 | $141K | Buy |
1,932
+316
| +20% | +$23.1K | 0.07% | 142 |
|
|
2019
Q4 | $138K | Hold |
1,616
| – | – | 0.06% | 169 |
|
|
2019
Q3 | $123K | Buy |
1,616
+168
| +12% | +$12.8K | 0.06% | 152 |
|
|
2019
Q2 | $114K | Hold |
1,448
| – | – | 0.05% | 160 |
|
|
2019
Q1 | $128K | Buy |
1,448
+133
| +10% | +$11.8K | 0.06% | 151 |
|
|
2018
Q4 | $88K | Buy |
1,315
+269
| +26% | +$18K | 0.04% | 187 |
|
|
2018
Q3 | $85K | Sell |
1,046
-199
| -16% | -$16.2K | 0.04% | 212 |
|
|
2018
Q2 | $101K | Buy |
1,245
+592
| +91% | +$48K | 0.05% | 172 |
|
|
2018
Q1 | $65K | Hold |
653
| – | – | 0.03% | 247 |
|
|
2017
Q4 | $69K | Buy |
653
+48
| +8% | +$5.07K | 0.03% | 241 |
|
|
2017
Q3 | $67K | Hold |
605
| – | – | 0.03% | 240 |
|
|
2017
Q2 | $71K | Buy |
+605
| New | +$71K | 0.04% | 212 |
|