Squar Milner Financial 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 | – | Sell |
-7,220
| Closed | -$506K | – | 145 |
|
|
2020
Q2 | $506K | Buy |
7,220
+1,768
| +32% | +$124K | 0.29% | 95 |
|
|
2020
Q1 | $397K | Buy |
5,452
+1,018
| +23% | +$74.1K | 0.24% | 91 |
|
|
2019
Q4 | $377K | Sell |
4,434
-3,148
| -42% | -$268K | 0.19% | 117 |
|
|
2019
Q3 | $569K | Buy |
7,582
+5,000
| +194% | +$375K | 0.29% | 91 |
|
|
2019
Q2 | $203K | Buy |
2,582
+161
| +7% | +$12.7K | 0.14% | 161 |
|
|
2019
Q1 | $213K | Buy |
2,421
+97
| +4% | +$8.53K | 0.16% | 157 |
|
|
2018
Q4 | $155K | Hold |
2,324
| – | – | 0.15% | 165 |
|
|
2018
Q3 | $189K | Sell |
2,324
-625
| -21% | -$50.8K | 0.17% | 161 |
|
|
2018
Q2 | $238K | Hold |
2,949
| – | – | 0.21% | 131 |
|
|
2018
Q1 | $293K | Buy |
2,949
+14
| +0.5% | +$1.39K | 0.37% | 99 |
|
|
2017
Q4 | $319K | Buy |
+2,935
| New | +$319K | 0.39% | 94 |
|