True North Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,533
| Closed | -$202K | – | 228 |
|
|
2023
Q1 | $202K | Buy |
+4,533
| New | +$202K | 0.06% | 183 |
|
|
2022
Q1 | – | Sell |
-4,477
| Closed | -$212K | – | 225 |
|
|
2021
Q4 | $212K | Buy |
+4,477
| New | +$212K | 0.04% | 229 |
|
|
2020
Q1 | – | Sell |
-4,251
| Closed | -$212K | – | 138 |
|
|
2019
Q4 | $212K | Buy |
+4,251
| New | +$212K | 0.06% | 106 |
|