Vector Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $396K | Sell |
5,849
-129
| -2% | -$8.73K | 0.28% | 50 |
|
|
2016
Q3 | $378K | Sell |
5,978
-231
| -4% | -$14.6K | 0.26% | 51 |
|
|
2016
Q2 | $429K | Sell |
6,209
-71
| -1% | -$4.91K | 0.29% | 45 |
|
|
2016
Q1 | $394K | Buy |
6,280
+141
| +2% | +$8.85K | 0.29% | 41 |
|
|
2015
Q4 | $358K | Buy |
6,139
+94
| +2% | +$5.48K | 0.28% | 46 |
|
|
2015
Q3 | $348K | Buy |
6,045
+300
| +5% | +$17.3K | 0.27% | 48 |
|
|
2015
Q2 | $281K | Sell |
5,745
-101
| -2% | -$4.94K | 0.22% | 57 |
|
|
2015
Q1 | $292K | Sell |
5,846
-333
| -5% | -$16.6K | 0.24% | 53 |
|
|
2014
Q4 | $305K | Buy |
6,179
+3
| +0% | +$148 | 0.23% | 46 |
|
|
2014
Q3 | $284K | Buy |
6,176
+330
| +6% | +$15.2K | 0.21% | 43 |
|
|
2014
Q2 | $245K | Buy |
5,846
+284
| +5% | +$11.9K | 0.18% | 49 |
|
|
2014
Q1 | $208K | Sell |
5,562
-201
| -3% | -$7.52K | 0.15% | 50 |
|
|
2013
Q4 | $222K | Buy |
+5,763
| New | +$222K | 0.16% | 50 |
|
|
2013
Q3 | – | Sell |
-6,310
| Closed | -$221K | – | 62 |
|
|
2013
Q2 | $221K | Buy |
+6,310
| New | +$221K | 0.16% | 51 |
|