Wealth Advisors of Iowa’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,023
| Closed | -$688K | – | 67 |
|
|
2022
Q3 | $688K | Sell |
17,023
-47,564
| -74% | -$1.92M | 0.64% | 19 |
|
|
2022
Q2 | $2.92M | Buy |
64,587
+43,278
| +203% | +$1.96M | 0.51% | 20 |
|
|
2022
Q1 | $1.11M | Buy |
21,309
+7,691
| +56% | +$402K | 0.56% | 17 |
|
|
2021
Q4 | $645K | Sell |
13,618
-400
| -3% | -$18.9K | 0.35% | 25 |
|
|
2021
Q3 | $638K | Buy |
14,018
+2,141
| +18% | +$97.4K | 0.35% | 26 |
|
|
2021
Q2 | $566K | Buy |
11,877
+2,300
| +24% | +$110K | 0.3% | 29 |
|
|
2021
Q1 | $490K | Buy |
+9,577
| New | +$490K | 0.27% | 28 |
|
|
2020
Q3 | – | Sell |
-2,642
| Closed | -$104K | – | 33 |
|
|
2020
Q2 | $104K | Buy |
+2,642
| New | +$104K | 0.08% | 29 |
|