SWM
Strategic Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 71 |
|
|
2021
Q3 | $0 | Sell |
10
-290
| -97% | – | ﹤0.01% | 72 |
|
|
2021
Q2 | $14K | Hold |
300
| – | – | 0.01% | 67 |
|
|
2021
Q1 | $15K | Hold |
300
| – | – | 0.01% | 65 |
|
|
2020
Q4 | $12K | Sell |
300
-145
| -33% | -$5.8K | 0.01% | 61 |
|
|
2020
Q3 | $17K | Sell |
445
-14,680
| -97% | -$561K | 0.01% | 61 |
|
|
2020
Q2 | $594K | Buy |
15,125
+125
| +0.8% | +$4.91K | 0.55% | 37 |
|
|
2020
Q1 | $580K | Buy |
+15,000
| New | +$580K | 0.77% | 17 |
|
|
2015
Q3 | – | Sell |
-11,970
| Closed | -$585K | – | 28 |
|
|
2015
Q2 | $585K | Sell |
11,970
-24
| -0.2% | -$1.17K | 0.68% | 32 |
|
|
2015
Q1 | $600K | Sell |
11,994
-1,000
| -8% | -$50K | 0.6% | 35 |
|
|
2014
Q4 | $640K | Sell |
12,994
-1,603
| -11% | -$79K | 0.62% | 36 |
|
|
2014
Q3 | $671K | Buy |
+14,597
| New | +$671K | 0.7% | 34 |
|