TrueWealth LLC’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $146K | Buy |
3,729
+65
| +2% | +$2.55K | 0.06% | 167 |
|
|
2020
Q1 | $142K | Sell |
3,664
-1,707
| -32% | -$66.2K | 0.07% | 154 |
|
|
2019
Q4 | $268K | Sell |
5,371
-241
| -4% | -$12K | 0.11% | 111 |
|
|
2019
Q3 | $230K | Sell |
5,612
-102
| -2% | -$4.18K | 0.1% | 121 |
|
|
2019
Q2 | $271K | Buy |
5,714
+1
| +0% | +$47 | 0.12% | 103 |
|
|
2019
Q1 | $328K | Buy |
5,713
+1
| +0% | +$57 | 0.15% | 96 |
|
|
2018
Q4 | $282K | Buy |
5,712
+1
| +0% | +$49 | 0.14% | 101 |
|
|
2018
Q3 | $344K | Hold |
5,711
| – | – | 0.16% | 95 |
|
|
2018
Q2 | $324K | Buy |
5,711
+1
| +0% | +$57 | 0.15% | 98 |
|
|
2018
Q1 | $356K | Buy |
5,710
+31
| +0.5% | +$1.93K | 0.18% | 83 |
|
|
2017
Q4 | $406K | Buy |
+5,679
| New | +$406K | 0.19% | 82 |
|