US Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $316K | Hold |
5,036
| – | – | 0.63% | 32 |
|
|
2016
Q1 | $316K | Sell |
5,036
-743
| -13% | -$46.6K | 0.55% | 32 |
|
|
2015
Q4 | $337K | Buy |
5,779
+1,076
| +23% | +$62.7K | 0.32% | 44 |
|
|
2015
Q3 | $256K | Hold |
4,703
| – | – | 0.43% | 47 |
|
|
2015
Q2 | $230K | Sell |
4,703
-410
| -8% | -$20.1K | 0.22% | 49 |
|
|
2015
Q1 | $256K | Buy |
5,113
+3,600
| +238% | +$180K | 0.23% | 50 |
|
|
2014
Q4 | $75K | Buy |
+1,513
| New | +$75K | 0.07% | 84 |
|