Smith & Howard Wealth 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 |
-1,807
| Closed | -$212K | – | 57 |
|
|
2017
Q2 | $212K | Buy |
1,807
+4
| +0.2% | +$469 | 0.1% | 56 |
|
|
2017
Q1 | $204K | Buy |
+1,803
| New | +$204K | 0.1% | 55 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$5K | – | 176 |
|
|
2013
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 219 |
|
|
2013
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 220 |
|
|
2013
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 200 |
|