Triangle Peak Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $329K | Buy |
+6,053
| New | +$329K | 0.6% | 22 |
|
|
2015
Q1 | – | Sell |
-6,119
| Closed | -$301K | – | 33 |
|
|
2014
Q4 | $301K | Buy |
6,119
+613
| +11% | +$30.2K | 0.43% | 29 |
|
|
2014
Q3 | $253K | Sell |
5,506
-697
| -11% | -$32K | 0.26% | 33 |
|
|
2014
Q2 | $260K | Sell |
6,203
-909
| -13% | -$38.1K | 0.23% | 36 |
|
|
2014
Q1 | $266K | Hold |
7,112
| – | – | 0.24% | 36 |
|
|
2013
Q4 | $273K | Buy |
+7,112
| New | +$273K | 0.26% | 33 |
|