Wealthstreet Investment Advisors’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 |
-56,439
| Closed | -$2.89M | – | 243 |
|
|
2021
Q1 | $2.89M | Buy |
56,439
+100
| +0.2% | +$5.12K | 0.28% | 83 |
|
|
2020
Q4 | $2.31M | Sell |
56,339
-500
| -0.9% | -$20.5K | 0.23% | 100 |
|
|
2020
Q3 | $2.2M | Hold |
56,839
| – | – | 0.25% | 97 |
|
|
2020
Q2 | $2.23M | Sell |
56,839
-837
| -1% | -$32.9K | 0.27% | 89 |
|
|
2020
Q1 | $2.23M | Sell |
57,676
-680
| -1% | -$26.3K | 0.33% | 73 |
|
|
2019
Q4 | $2.91M | Hold |
58,356
| – | – | 0.34% | 69 |
|
|
2019
Q3 | $2.71M | Buy |
58,356
+573
| +1% | +$26.6K | 0.35% | 68 |
|
|
2019
Q2 | $2.74M | Sell |
57,783
-500
| -0.9% | -$23.7K | 0.35% | 71 |
|
|
2019
Q1 | $3.35M | Hold |
58,283
| – | – | 0.44% | 62 |
|
|
2018
Q4 | $2.64M | Sell |
58,283
-2,500
| -4% | -$113K | 0.37% | 69 |
|
|
2018
Q3 | $3.67M | Sell |
60,783
-750
| -1% | -$45.2K | 0.45% | 58 |
|
|
2018
Q2 | $3.49M | Hold |
61,533
| – | – | 0.46% | 58 |
|
|
2018
Q1 | $3.84M | Sell |
61,533
-1,228
| -2% | -$76.5K | 0.48% | 56 |
|
|
2017
Q4 | $4.48M | Buy |
+62,761
| New | +$4.48M | 0.54% | 52 |
|