Steward Financial Group’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 |
-4,399
| Closed | -$429K | – | 1508 |
|
|
2023
Q2 | $429K | Buy |
+4,399
| New | +$429K | 0.14% | 40 |
|
|
2022
Q4 | – | Sell |
-4,210
| Closed | -$349K | – | 752 |
|
|
2022
Q3 | $349K | Buy |
4,210
+4,139
| +5,830% | +$343K | 0.26% | 34 |
|
|
2022
Q2 | $7K | Buy |
+71
| New | +$7K | 0.01% | 294 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$1K | – | 343 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 250 |
|