Strategic Wealth Management Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $201K | Sell |
4,209
-4,140
| -50% | -$198K | 0.07% | 122 |
|
|
2021
Q1 | $427K | Sell |
8,349
-229
| -3% | -$11.7K | 0.16% | 75 |
|
|
2020
Q4 | $352K | Buy |
8,578
+2,825
| +49% | +$116K | 0.15% | 78 |
|
|
2020
Q3 | $222K | Buy |
5,753
+422
| +8% | +$16.3K | 0.11% | 103 |
|
|
2020
Q2 | $209K | Buy |
5,331
+38
| +0.7% | +$1.49K | 0.12% | 92 |
|
|
2020
Q1 | $205K | Sell |
5,293
-5
| -0.1% | -$194 | 0.15% | 76 |
|
|
2019
Q4 | $264K | Buy |
5,298
+112
| +2% | +$5.58K | 0.17% | 73 |
|
|
2019
Q3 | $212K | Sell |
5,186
-282
| -5% | -$11.5K | 0.15% | 80 |
|
|
2019
Q2 | $259K | Buy |
5,468
+850
| +18% | +$40.3K | 0.2% | 64 |
|
|
2019
Q1 | $265K | Buy |
+4,618
| New | +$265K | 0.22% | 64 |
|