Stonebridge Financial Planning Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-800
| Closed | -$66K | – | 438 |
|
2020
Q4 | $66K | Hold |
800
| – | – | 0.04% | 176 |
|
2020
Q3 | $63K | Hold |
800
| – | – | 0.05% | 166 |
|
2020
Q2 | $56K | Hold |
800
| – | – | 0.05% | 171 |
|
2020
Q1 | $60K | Hold |
800
| – | – | 0.06% | 154 |
|
2019
Q4 | $68K | Buy |
+800
| New | +$68K | 0.06% | 156 |
|