Wealthstreet Investment Advisors’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-71,374	Closed	-$6.33M	–	262
2021 Q1	$6.33M	Buy	71,374 +100	+0.1%	+$8.49K	0.62%	40
2020 Q4	$5.9M	Buy	71,274 +3,350	+5%	+$261K	0.6%	41
2020 Q3	$5.09M	Buy	67,924 +1,300	+2%	+$100K	0.57%	43
2020 Q2	$4.67M	Buy	66,624 +2,000	+3%	+$146K	0.57%	44
2020 Q1	$4.71M	Sell	64,624 -1,450	-2%	-$119K	0.7%	38
2019 Q4	$5.62M	Hold	66,074	–	–	0.66%	41
2019 Q3	$5.41M	Sell	66,074 -1,206	-2%	-$95.6K	0.69%	40
2019 Q2	$5.28M	Sell	67,280 -970	-1%	-$80.1K	0.68%	39
2019 Q1	$6.03M	Sell	68,250 -75	-0.1%	-$6.04K	0.8%	35
2018 Q4	$5.08M	Sell	68,325 -2,931	-4%	-$245K	0.71%	38
2018 Q3	$5.81M	Sell	71,256 -712	-1%	-$58.4K	0.72%	37
2018 Q2	$5.81M	Hold	71,968	–	–	0.77%	33
2018 Q1	$7.15M	Sell	71,968 -619	-0.9%	-$64.5K	0.9%	25
2017 Q4	$7.67M	Buy	+72,587	New	+$7.73M	0.93%	25