WealthOne’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,535
| Closed | -$251K | – | 140 |
|
|
2021
Q2 | $251K | Sell |
2,535
-288
| -10% | -$28.5K | 0.1% | 109 |
|
|
2021
Q1 | $251K | Buy |
+2,823
| New | +$251K | 0.11% | 106 |
|
|
2020
Q4 | – | Sell |
-2,940
| Closed | -$221K | – | 119 |
|
|
2020
Q3 | $221K | Sell |
2,940
-89
| -3% | -$6.69K | 0.12% | 96 |
|
|
2020
Q2 | $212K | Buy |
+3,029
| New | +$212K | 0.13% | 91 |
|
|
2019
Q1 | – | Sell |
-1,116
| Closed | -$74K | – | 434 |
|
|
2018
Q4 | $74K | Buy |
+1,116
| New | +$74K | 0.06% | 146 |
|