Transform Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,966
| Closed | -$255K | – | 196 |
|
|
2022
Q2 | $255K | Sell |
5,966
-259
| -4% | -$11.1K | 0.04% | 174 |
|
|
2022
Q1 | $325K | Sell |
6,225
-612
| -9% | -$32K | 0.04% | 197 |
|
|
2021
Q4 | $324K | Sell |
6,837
-1,134
| -14% | -$53.7K | 0.03% | 185 |
|
|
2021
Q3 | $363K | Sell |
7,971
-1,239
| -13% | -$56.4K | 0.04% | 180 |
|
|
2021
Q2 | $439K | Buy |
9,210
+464
| +5% | +$22.1K | 0.05% | 179 |
|
|
2021
Q1 | $447K | Buy |
8,746
+538
| +7% | +$27.5K | 0.09% | 167 |
|
|
2020
Q4 | $337K | Sell |
8,208
-220
| -3% | -$9.03K | 0.07% | 176 |
|
|
2020
Q3 | $326K | Buy |
8,428
+1,235
| +17% | +$47.8K | 0.05% | 173 |
|
|
2020
Q2 | $282K | Sell |
7,193
-520
| -7% | -$20.4K | 0.05% | 187 |
|
|
2020
Q1 | $298K | Buy |
7,713
+1,054
| +16% | +$40.7K | 0.06% | 172 |
|
|
2019
Q4 | $332K | Sell |
6,659
-143
| -2% | -$7.13K | 0.05% | 180 |
|
|
2019
Q3 | $278K | Sell |
6,802
-6,380
| -48% | -$261K | 0.05% | 185 |
|
|
2019
Q2 | $624K | Buy |
+13,182
| New | +$624K | 0.09% | 163 |
|