Summit Wealth Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-117,574
| Closed | -$3K | – | 191 |
|
|
2023
Q1 | $3K | Buy |
+117,574
| New | +$3K | 0.07% | 71 |
|
|
2022
Q2 | – | Sell |
-3,888
| Closed | -$203K | – | 26 |
|
|
2022
Q1 | $203K | Buy |
+3,888
| New | +$203K | 0.21% | 27 |
|
|
2021
Q3 | – | Sell |
-280
| Closed | -$13K | – | 154 |
|
|
2021
Q2 | $13K | Hold |
280
| – | – | 0.02% | 96 |
|
|
2021
Q1 | $14K | Buy |
+280
| New | +$14K | 0.02% | 86 |
|