Squar Milner Financial 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 | – | Sell |
-13,089
| Closed | -$514K | – | 121 |
|
|
2020
Q2 | $514K | Buy |
13,089
+2,700
| +26% | +$106K | 0.29% | 94 |
|
|
2020
Q1 | $401K | Sell |
10,389
-1,420
| -12% | -$54.8K | 0.24% | 90 |
|
|
2019
Q4 | $589K | Sell |
11,809
-1,280
| -10% | -$63.8K | 0.29% | 75 |
|
|
2019
Q3 | $506K | Buy |
13,089
+1,723
| +15% | +$66.6K | 0.26% | 95 |
|
|
2019
Q2 | $538K | Sell |
11,366
-173
| -1% | -$8.19K | 0.36% | 57 |
|
|
2019
Q1 | $662K | Hold |
11,539
| – | – | 0.49% | 40 |
|
|
2018
Q4 | $570K | Hold |
11,539
| – | – | 0.55% | 37 |
|
|
2018
Q3 | $696K | Sell |
11,539
-3,840
| -25% | -$232K | 0.63% | 30 |
|
|
2018
Q2 | $873K | Hold |
15,379
| – | – | 0.77% | 22 |
|
|
2018
Q1 | $958K | Sell |
15,379
-750
| -5% | -$46.7K | 1.21% | 16 |
|
|
2017
Q4 | $1.13M | Buy |
+16,129
| New | +$1.13M | 1.36% | 14 |
|