SVA Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $383K | Sell |
9,337
-187
| -2% | -$7.67K | 0.03% | 186 |
|
|
2020
Q3 | $368K | Sell |
9,524
-46
| -0.5% | -$1.78K | 0.04% | 167 |
|
|
2020
Q2 | $376K | Buy |
9,570
+158
| +2% | +$6.21K | 0.04% | 158 |
|
|
2020
Q1 | $364K | Sell |
9,412
-310
| -3% | -$12K | 0.04% | 158 |
|
|
2019
Q4 | $485K | Sell |
9,722
-1,970
| -17% | -$98.3K | 0.04% | 154 |
|
|
2019
Q3 | $478K | Buy |
11,692
+1,884
| +19% | +$77K | 0.05% | 152 |
|
|
2019
Q2 | $464K | Sell |
9,808
-415
| -4% | -$19.6K | 0.05% | 153 |
|
|
2019
Q1 | $587K | Sell |
10,223
-928
| -8% | -$53.3K | 0.06% | 144 |
|
|
2018
Q4 | $551K | Sell |
11,151
-1,507
| -12% | -$74.5K | 0.06% | 140 |
|
|
2018
Q3 | $763K | Sell |
12,658
-1,470
| -10% | -$88.6K | 0.08% | 131 |
|
|
2018
Q2 | $802K | Sell |
14,128
-798
| -5% | -$45.3K | 0.09% | 129 |
|
|
2018
Q1 | $947K | Buy |
14,926
+874
| +6% | +$55.5K | 0.12% | 117 |
|
|
2017
Q4 | $1M | Sell |
14,052
-874
| -6% | -$62.4K | 0.12% | 119 |
|
|
2017
Q3 | $947K | Buy |
14,926
+263
| +2% | +$16.7K | 0.12% | 117 |
|
|
2017
Q2 | $1.09M | Sell |
14,663
-22
| -0.1% | -$1.64K | 0.14% | 108 |
|
|
2017
Q1 | $1.05M | Sell |
14,685
-1,754
| -11% | -$125K | 0.14% | 104 |
|
|
2016
Q4 | $1.11M | Buy |
16,439
+979
| +6% | +$66.2K | 0.17% | 106 |
|
|
2016
Q3 | $978K | Sell |
15,460
-310
| -2% | -$19.6K | 0.15% | 107 |
|
|
2016
Q2 | $1.09M | Sell |
15,770
-1,900
| -11% | -$131K | 0.18% | 105 |
|
|
2016
Q1 | $1.11M | Buy |
17,670
+100
| +0.6% | +$6.27K | 0.18% | 100 |
|
|
2015
Q4 | $1.02M | Sell |
17,570
-1,038
| -6% | -$60.4K | 0.18% | 111 |
|
|
2015
Q3 | $1.01M | Buy |
18,608
+868
| +5% | +$47.2K | 0.19% | 111 |
|
|
2015
Q2 | $868K | Buy |
17,740
+1,275
| +8% | +$62.4K | 0.16% | 126 |
|
|
2015
Q1 | $824K | Buy |
16,465
+9,771
| +146% | +$489K | 0.15% | 132 |
|
|
2014
Q4 | $330K | Buy |
6,694
+450
| +7% | +$22.2K | 0.12% | 144 |
|
|
2014
Q3 | $287K | Sell |
6,244
-163
| -3% | -$7.49K | 0.12% | 132 |
|
|
2014
Q2 | $269K | Sell |
6,407
-500
| -7% | -$21K | 0.12% | 136 |
|
|
2014
Q1 | $259K | Buy |
+6,907
| New | +$259K | 0.12% | 131 |
|