Stifel Trust’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $594K | Buy |
7,112
+1,750
| +33% | +$146K | 0.11% | 132 |
|
|
2014
Q2 | $453K | Buy |
5,362
+650
| +14% | +$54.9K | 0.08% | 141 |
|
|
2014
Q1 | $386K | Sell |
4,712
-1,995
| -30% | -$163K | 0.07% | 144 |
|
|
2013
Q4 | $585K | Sell |
6,707
-1,300
| -16% | -$113K | 0.11% | 133 |
|
|
2013
Q3 | $694K | Sell |
8,007
-896
| -10% | -$77.7K | 0.14% | 127 |
|
|
2013
Q2 | $772K | Buy |
+8,903
| New | +$772K | 0.16% | 115 |
|