Stellar Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,288
| Closed | -$291K | – | 84 |
|
|
2019
Q2 | $291K | Hold |
3,288
| – | – | 0.19% | 75 |
|
|
2019
Q1 | $291K | Sell |
3,288
-30
| -0.9% | -$2.66K | 0.19% | 75 |
|
|
2018
Q4 | $222K | Hold |
3,318
| – | – | 0.17% | 77 |
|
|
2018
Q3 | $271K | Buy |
3,318
+294
| +10% | +$24K | 0.17% | 74 |
|
|
2018
Q2 | $244K | Buy |
3,024
+30
| +1% | +$2.42K | 0.16% | 75 |
|
|
2018
Q1 | $298K | Buy |
+2,994
| New | +$298K | 0.19% | 71 |
|