Waller Financial Planning Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,336
| Closed | -$216K | – | 46 |
|
|
2019
Q4 | $216K | Buy |
+4,336
| New | +$216K | 0.11% | 44 |
|
|
2019
Q3 | – | Sell |
-6,106
| Closed | -$301K | – | 45 |
|
|
2019
Q2 | $301K | Buy |
6,106
+500
| +9% | +$24.6K | 0.17% | 42 |
|
|
2019
Q1 | $316K | Hold |
5,606
| – | – | 0.18% | 40 |
|
|
2018
Q4 | $277K | Buy |
+5,606
| New | +$277K | 0.19% | 39 |
|