TrueWealth LLC’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $169K | Hold |
2,419
| – | – | 0.07% | 150 |
|
|
2020
Q1 | $176K | Hold |
2,419
| – | – | 0.09% | 126 |
|
|
2019
Q4 | $206K | Sell |
2,419
-657
| -21% | -$56K | 0.08% | 135 |
|
|
2019
Q3 | $234K | Hold |
3,076
| – | – | 0.1% | 118 |
|
|
2019
Q2 | $242K | Sell |
3,076
-1
| -0% | -$79 | 0.11% | 118 |
|
|
2019
Q1 | $272K | Sell |
3,077
-61
| -2% | -$5.39K | 0.13% | 104 |
|
|
2018
Q4 | $209K | Sell |
3,138
-154
| -5% | -$10.3K | 0.11% | 118 |
|
|
2018
Q3 | $268K | Sell |
3,292
-1
| -0% | -$81 | 0.12% | 109 |
|
|
2018
Q2 | $266K | Sell |
3,293
-65
| -2% | -$5.25K | 0.13% | 107 |
|
|
2018
Q1 | $334K | Sell |
3,358
-233
| -6% | -$23.2K | 0.17% | 91 |
|
|
2017
Q4 | $379K | Buy |
+3,591
| New | +$379K | 0.18% | 90 |
|