Triad Financial Advisors’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,489
Closed -$235K 110
2022
Q1
$235K Buy
4,489
+49
+1% +$2.57K 0.13% 100
2021
Q4
$210K Buy
+4,440
New +$210K 0.12% 115