Strategic Wealth Management 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
Q2 | – | Sell |
-4,415
| Closed | -$392K | – | 132 |
|
|
2021
Q1 | $392K | Buy |
4,415
+1,700
| +63% | +$151K | 0.15% | 83 |
|
|
2020
Q4 | $225K | Sell |
2,715
-191
| -7% | -$15.8K | 0.1% | 113 |
|
|
2020
Q3 | $218K | Buy |
+2,906
| New | +$218K | 0.11% | 106 |
|
|
2020
Q2 | – | Sell |
-2,794
| Closed | -$204K | – | 100 |
|
|
2020
Q1 | $204K | Sell |
2,794
-94
| -3% | -$6.86K | 0.15% | 77 |
|
|
2019
Q4 | $246K | Buy |
2,888
+171
| +6% | +$14.6K | 0.16% | 76 |
|
|
2019
Q3 | $206K | Sell |
2,717
-130
| -5% | -$9.86K | 0.15% | 81 |
|
|
2019
Q2 | $224K | Buy |
2,847
+250
| +10% | +$19.7K | 0.17% | 74 |
|
|
2019
Q1 | $230K | Sell |
2,597
-823
| -24% | -$72.9K | 0.19% | 69 |
|
|
2018
Q4 | $228K | Buy |
+3,420
| New | +$228K | 0.22% | 67 |
|