Stewardship Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,571
| Closed | -$205K | – | 70 |
|
|
2019
Q1 | $205K | Buy |
+3,571
| New | +$205K | 0.09% | 48 |
|
|
2018
Q4 | – | Sell |
-3,571
| Closed | -$215K | – | 75 |
|
|
2018
Q3 | $215K | Sell |
3,571
-250
| -7% | -$15.1K | 0.1% | 49 |
|
|
2018
Q2 | $217K | Hold |
3,821
| – | – | 0.11% | 46 |
|
|
2018
Q1 | $238K | Buy |
3,821
+229
| +6% | +$14.3K | 0.12% | 45 |
|
|
2017
Q4 | $257K | Buy |
+3,592
| New | +$257K | 0.13% | 44 |
|