Stuart Chaussee & Associates’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 | – | Sell |
-637
| Closed | -$33K | – | 207 |
|
|
2021
Q1 | $33K | Buy |
+637
| New | +$33K | 0.01% | 61 |
|
|
2020
Q1 | – | Sell |
-535
| Closed | -$27K | – | 104 |
|
|
2019
Q4 | $27K | Hold |
535
| – | – | 0.02% | 54 |
|
|
2019
Q3 | $22K | Hold |
535
| – | – | 0.01% | 59 |
|
|
2019
Q2 | $25K | Hold |
535
| – | – | 0.02% | 59 |
|
|
2019
Q1 | $31K | Hold |
535
| – | – | 0.02% | 55 |
|
|
2018
Q4 | $26K | Hold |
535
| – | – | 0.02% | 46 |
|
|
2018
Q3 | $32K | Hold |
535
| – | – | 0.02% | 56 |
|
|
2018
Q2 | $30K | Sell |
535
-2,091
| -80% | -$117K | 0.02% | 59 |
|
|
2018
Q1 | $164K | Buy |
+2,626
| New | +$164K | 0.68% | 8 |
|
|
2017
Q3 | – | Sell |
-6,791
| Closed | -$506K | – | 99 |
|
|
2017
Q2 | $506K | Hold |
6,791
| – | – | 0.38% | 12 |
|
|
2017
Q1 | $485K | Buy |
6,791
+140
| +2% | +$10K | 0.48% | 8 |
|
|
2016
Q4 | $450K | Sell |
6,651
-8,466
| -56% | -$573K | 0.35% | 12 |
|
|
2016
Q3 | $956K | Sell |
15,117
-1,100
| -7% | -$69.6K | 0.78% | 8 |
|
|
2016
Q2 | $1.12M | Buy |
16,217
+1,520
| +10% | +$105K | 0.92% | 6 |
|
|
2016
Q1 | $930K | Buy |
14,697
+1,214
| +9% | +$76.8K | 0.85% | 6 |
|
|
2015
Q4 | $785K | Buy |
+13,483
| New | +$785K | 0.74% | 11 |
|