US Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-300
| Closed | -$29K | – | 305 |
|
|
2016
Q1 | $29K | Sell |
300
-3,655
| -92% | -$353K | 0.05% | 128 |
|
|
2015
Q4 | $348K | Buy |
3,955
+355
| +10% | +$31.2K | 0.33% | 40 |
|
|
2015
Q3 | $286K | Hold |
3,600
| – | – | 0.48% | 39 |
|
|
2015
Q2 | $289K | Sell |
3,600
-102
| -3% | -$8.19K | 0.27% | 43 |
|
|
2015
Q1 | $279K | Buy |
3,702
+3,450
| +1,369% | +$260K | 0.25% | 45 |
|
|
2014
Q4 | $21K | Buy |
+252
| New | +$21K | 0.02% | 181 |
|