SCA
Stuart Chaussee & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-195
| Closed | -$19.7K | – | 146 |
|
|
2022
Q4 | $19.7K | Hold |
195
| – | – | 0.01% | 70 |
|
|
2022
Q3 | $16K | Hold |
195
| – | – | 0.04% | 71 |
|
|
2022
Q2 | $19K | Hold |
195
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $18K | Hold |
195
| – | – | 0.01% | 88 |
|
|
2021
Q4 | $19K | Hold |
195
| – | – | 0.01% | 87 |
|
|
2021
Q3 | $18K | Hold |
195
| – | – | 0.03% | 71 |
|
|
2021
Q2 | $19K | Hold |
195
| – | – | 0.01% | 73 |
|
|
2021
Q1 | $17K | Buy |
+195
| New | +$17K | 0.01% | 92 |
|
|
2018
Q2 | – | Sell |
-1,034
| Closed | -$103K | – | 138 |
|
|
2018
Q1 | $103K | Buy |
1,034
+190
| +23% | +$18.9K | 0.43% | 15 |
|
|
2017
Q4 | $88K | Hold |
844
| – | – | 0.06% | 25 |
|
|
2017
Q3 | $94K | Sell |
844
-1,026
| -55% | -$114K | 0.07% | 23 |
|
|
2017
Q2 | $220K | Hold |
1,870
| – | – | 0.16% | 15 |
|
|
2017
Q1 | $211K | Buy |
1,870
+101
| +6% | +$11.4K | 0.21% | 12 |
|
|
2016
Q4 | $162K | Sell |
1,769
-10,191
| -85% | -$933K | 0.13% | 17 |
|
|
2016
Q3 | $1.16M | Buy |
11,960
+850
| +8% | +$82.7K | 0.95% | 6 |
|
|
2016
Q2 | $1.13M | Buy |
11,110
+1,065
| +11% | +$108K | 0.92% | 5 |
|
|
2016
Q1 | $1.01M | Sell |
10,045
-865
| -8% | -$86.8K | 0.92% | 5 |
|
|
2015
Q4 | $959K | Buy |
+10,910
| New | +$959K | 0.9% | 10 |
|