Stelac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,487
| Closed | -$536K | – | 148 |
|
|
2023
Q2 | $536K | Sell |
5,487
-618
| -10% | -$60.3K | 0.24% | 82 |
|
|
2023
Q1 | $594K | Buy |
6,105
+145
| +2% | +$14.1K | 0.26% | 68 |
|
|
2022
Q4 | $603K | Buy |
5,960
+156
| +3% | +$15.8K | 0.27% | 60 |
|
|
2022
Q3 | $482K | Hold |
5,804
| – | – | 0.22% | 79 |
|
|
2022
Q2 | $573K | Buy |
5,804
+3,614
| +165% | +$357K | 0.23% | 61 |
|
|
2022
Q1 | $206K | Sell |
2,190
-3,867
| -64% | -$364K | 0.07% | 99 |
|
|
2021
Q4 | $575K | Sell |
6,057
-166
| -3% | -$15.8K | 0.16% | 82 |
|
|
2021
Q3 | $590K | Buy |
6,223
+992
| +19% | +$94.1K | 0.16% | 95 |
|
|
2021
Q2 | $518K | Buy |
+5,231
| New | +$518K | 0.12% | 125 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$161K | – | 166 |
|
|
2018
Q2 | $161K | Hold |
2,000
| – | – | 0.04% | 98 |
|
|
2018
Q1 | $199K | Buy |
+2,000
| New | +$199K | 0.06% | 71 |
|