VWM
Vector Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $265K | Hold |
2,902
| – | – | 0.19% | 69 |
|
|
2016
Q3 | $283K | Sell |
2,902
-22
| -0.8% | -$2.15K | 0.19% | 65 |
|
|
2016
Q2 | $298K | Buy |
2,924
+22
| +0.8% | +$2.24K | 0.2% | 61 |
|
|
2016
Q1 | $285K | Hold |
2,902
| – | – | 0.21% | 62 |
|
|
2015
Q4 | $256K | Hold |
2,902
| – | – | 0.2% | 65 |
|
|
2015
Q3 | $253K | Buy |
2,902
+4
| +0.1% | +$349 | 0.2% | 64 |
|
|
2015
Q2 | $232K | Sell |
2,898
-296
| -9% | -$23.7K | 0.18% | 70 |
|
|
2015
Q1 | $241K | Sell |
3,194
-190
| -6% | -$14.3K | 0.2% | 65 |
|
|
2014
Q4 | $275K | Buy |
3,384
+4
| +0.1% | +$325 | 0.21% | 55 |
|
|
2014
Q3 | $282K | Buy |
3,380
+109
| +3% | +$9.09K | 0.21% | 44 |
|
|
2014
Q2 | $276K | Buy |
3,271
+74
| +2% | +$6.24K | 0.2% | 41 |
|
|
2014
Q1 | $262K | Sell |
3,197
-1
| -0% | -$82 | 0.19% | 39 |
|
|
2013
Q4 | $279K | Buy |
3,198
+3
| +0.1% | +$262 | 0.2% | 39 |
|
|
2013
Q3 | $276K | Sell |
3,195
-182
| -5% | -$15.7K | 0.2% | 44 |
|
|
2013
Q2 | $292K | Buy |
+3,377
| New | +$292K | 0.21% | 40 |
|