TP
Truvvo Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-22,930
| Closed | -$2.28M | – | 71 |
|
|
2018
Q1 | $2.28M | Hold |
22,930
| – | – | 0.84% | 31 |
|
|
2017
Q4 | $2.48M | Hold |
22,930
| – | – | 0.84% | 29 |
|
|
2017
Q3 | $2.6M | Hold |
22,930
| – | – | 0.86% | 29 |
|
|
2017
Q2 | $2.74M | Hold |
22,930
| – | – | 0.99% | 27 |
|
|
2017
Q1 | $2.59M | Hold |
22,930
| – | – | 1.16% | 17 |
|
|
2016
Q4 | $2.1K | Hold |
22,930
| – | – | 0.73% | 29 |
|
|
2016
Q3 | $2.23M | Sell |
22,930
-505
| -2% | -$49.1K | 1% | 24 |
|
|
2016
Q2 | $2.38M | Sell |
23,435
-13,290
| -36% | -$1.35M | 1.23% | 21 |
|
|
2016
Q1 | $3.61M | Buy |
36,725
+8,200
| +29% | +$806K | 1.63% | 12 |
|
|
2015
Q4 | $2.51M | Buy |
+28,525
| New | +$2.51M | 1.32% | 17 |
|