TrueWealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,402
| Closed | -$235K | – | 204 |
|
|
2023
Q2 | $235K | Sell |
2,402
-621
| -21% | -$60.6K | 0.1% | 165 |
|
|
2023
Q1 | $294K | Sell |
3,023
-320
| -10% | -$31.1K | 0.12% | 137 |
|
|
2022
Q4 | $338K | Buy |
3,343
+742
| +29% | +$75.1K | 0.15% | 118 |
|
|
2022
Q3 | $216K | Buy |
2,601
+169
| +7% | +$14K | 0.1% | 151 |
|
|
2022
Q2 | $240K | Buy |
+2,432
| New | +$240K | 0.11% | 141 |
|