Tiedemann Trust’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $259K | Sell |
2,542
-2,397
| -49% | -$244K | 0.05% | 58 |
|
|
2016
Q1 | $485K | Hold |
4,939
| – | – | 0.07% | 46 |
|
|
2015
Q4 | $434K | Sell |
4,939
-173
| -3% | -$15.2K | 0.06% | 55 |
|
|
2015
Q3 | $406K | Sell |
5,112
-554
| -10% | -$44K | 0.04% | 44 |
|
|
2015
Q2 | $454K | Buy |
5,666
+554
| +11% | +$44.4K | 0.04% | 49 |
|
|
2015
Q1 | $385K | Hold |
5,112
| – | – | 0.04% | 48 |
|
|
2014
Q4 | $416K | Hold |
5,112
| – | – | 0.04% | 50 |
|
|
2014
Q3 | $426K | Hold |
5,112
| – | – | 0.04% | 67 |
|
|
2014
Q2 | $430K | Buy |
5,112
+222
| +5% | +$18.7K | 0.04% | 67 |
|
|
2014
Q1 | $400 | Sell |
4,890
-10,534
| -68% | -$862 | 0.04% | 71 |
|
|
2013
Q4 | $1.34M | Buy |
15,424
+10,722
| +228% | +$934K | 0.21% | 48 |
|
|
2013
Q3 | $407K | Sell |
4,702
-1,000
| -18% | -$86.6K | 0.07% | 49 |
|
|
2013
Q2 | $493K | Buy |
+5,702
| New | +$493K | 0.08% | 71 |
|