TFO Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7
| Closed | -$305 | – | 491 |
|
2024
Q1 | $305 | Hold |
7
| – | – | ﹤0.01% | 397 |
|
2023
Q4 | $282 | Hold |
7
| – | – | ﹤0.01% | 536 |
|
2023
Q3 | $317 | Hold |
7
| – | – | ﹤0.01% | 635 |
|
2023
Q2 | $317 | Hold |
7
| – | – | ﹤0.01% | 393 |
|
2023
Q1 | $312 | Sell |
7
-14
| -67% | -$624 | ﹤0.01% | 366 |
|
2022
Q4 | $1.26K | Buy |
+21
| New | +$1.26K | ﹤0.01% | 319 |
|
2022
Q3 | – | Sell |
-259
| Closed | -$11K | – | 353 |
|
2022
Q2 | $11K | Buy |
+259
| New | +$11K | ﹤0.01% | 120 |
|
2021
Q3 | – | Sell |
-60
| Closed | -$3K | – | 167 |
|
2021
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 100 |
|