Wealthstreet Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-71,374
| Closed | -$6.33M | – | 262 |
|
|
2021
Q1 | $6.33M | Buy |
71,374
+100
| +0.1% | +$8.87K | 0.62% | 40 |
|
|
2020
Q4 | $5.9M | Buy |
71,274
+3,350
| +5% | +$277K | 0.6% | 41 |
|
|
2020
Q3 | $5.09M | Buy |
67,924
+1,300
| +2% | +$97.5K | 0.57% | 43 |
|
|
2020
Q2 | $4.67M | Buy |
66,624
+2,000
| +3% | +$140K | 0.57% | 44 |
|
|
2020
Q1 | $4.72M | Sell |
64,624
-1,450
| -2% | -$106K | 0.7% | 38 |
|
|
2019
Q4 | $5.62M | Hold |
66,074
| – | – | 0.66% | 41 |
|
|
2019
Q3 | $5.41M | Sell |
66,074
-1,206
| -2% | -$98.7K | 0.69% | 40 |
|
|
2019
Q2 | $5.28M | Sell |
67,280
-970
| -1% | -$76.2K | 0.68% | 39 |
|
|
2019
Q1 | $6.03M | Sell |
68,250
-75
| -0.1% | -$6.63K | 0.8% | 35 |
|
|
2018
Q4 | $5.08M | Sell |
68,325
-2,931
| -4% | -$218K | 0.71% | 38 |
|
|
2018
Q3 | $5.81M | Sell |
71,256
-712
| -1% | -$58.1K | 0.72% | 37 |
|
|
2018
Q2 | $5.81M | Hold |
71,968
| – | – | 0.77% | 33 |
|
|
2018
Q1 | $7.15M | Sell |
71,968
-619
| -0.9% | -$61.5K | 0.9% | 25 |
|
|
2017
Q4 | $7.67M | Buy |
+72,587
| New | +$7.67M | 0.93% | 25 |
|