SWS
SYSTM Wealth Solutions’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $112K | Sell |
2,157
-101,542
| -98% | -$5.28M | 3.41% | 15 |
|
|
2024
Q2 | $4.77M | Sell |
103,699
-6,835
| -6% | -$314K | 1.06% | 28 |
|
|
2024
Q1 | $4.87M | Buy |
110,534
+9,054
| +9% | +$399K | 0.62% | 38 |
|
|
2023
Q4 | $4.14M | Buy |
101,480
+12,782
| +14% | +$522K | 0.57% | 44 |
|
|
2023
Q3 | $3.73M | Sell |
88,698
-194
| -0.2% | -$8.16K | 0.57% | 44 |
|
|
2023
Q2 | $4.03M | Buy |
88,892
+59,538
| +203% | +$2.7M | 0.55% | 40 |
|
|
2023
Q1 | $1.31M | Sell |
29,354
-225
| -0.8% | -$10K | 0.2% | 138 |
|
|
2022
Q4 | $1.35M | Buy |
+29,579
| New | +$1.35M | 0.17% | 163 |
|