Wealth Advisory Solutions’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-63,636
| Closed | -$3.26M | – | 187 |
|
2021
Q1 | $3.26M | Buy |
+63,636
| New | +$3.26M | 2.43% | 12 |
|
2020
Q4 | – | Sell |
-19,018
| Closed | -$734K | – | 185 |
|
2020
Q3 | $734K | Buy |
19,018
+140
| +0.7% | +$5.4K | 0.19% | 89 |
|
2020
Q2 | $740K | Buy |
18,878
+778
| +4% | +$30.5K | 0.21% | 91 |
|
2020
Q1 | $699K | Sell |
18,100
-300
| -2% | -$11.6K | 0.24% | 89 |
|
2019
Q4 | $918K | Buy |
+18,400
| New | +$918K | 0.24% | 89 |
|