WealthTrust-Arizona’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $9K | Buy |
131
+20
| +18% | +$1.37K | 0.01% | 390 |
|
|
2018
Q3 | $9K | Buy |
111
+20
| +22% | +$1.62K | ﹤0.01% | 425 |
|
|
2018
Q2 | $7K | Sell |
91
-7
| -7% | -$538 | ﹤0.01% | 465 |
|
|
2018
Q1 | $10K | Sell |
98
-115
| -54% | -$11.7K | 0.01% | 398 |
|
|
2017
Q4 | $23K | Hold |
213
| – | – | 0.01% | 264 |
|
|
2017
Q3 | $24K | Hold |
213
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $25K | Hold |
213
| – | – | 0.01% | 235 |
|
|
2017
Q1 | $24K | Sell |
213
-490
| -70% | -$55.2K | 0.01% | 232 |
|
|
2016
Q4 | $64K | Buy |
703
+11
| +2% | +$1K | 0.04% | 130 |
|
|
2016
Q3 | $67K | Hold |
692
| – | – | 0.04% | 117 |
|
|
2016
Q2 | $70K | Hold |
692
| – | – | 0.04% | 119 |
|
|
2016
Q1 | $68K | Sell |
692
-204
| -23% | -$20K | 0.04% | 120 |
|
|
2015
Q4 | $79K | Sell |
896
-110
| -11% | -$9.7K | 0.05% | 107 |
|
|
2015
Q3 | $80K | Hold |
1,006
| – | – | 0.05% | 101 |
|
|
2015
Q2 | $81K | Buy |
1,006
+115
| +13% | +$9.26K | 0.05% | 108 |
|
|
2015
Q1 | $67K | Buy |
891
+203
| +30% | +$15.3K | 0.04% | 132 |
|
|
2014
Q4 | $56K | Hold |
688
| – | – | 0.05% | 141 |
|
|
2014
Q3 | $57K | Hold |
688
| – | – | 0.06% | 144 |
|
|
2014
Q2 | $58K | Sell |
688
-523
| -43% | -$44.1K | 0.06% | 150 |
|
|
2014
Q1 | $99K | Hold |
1,211
| – | – | 0.11% | 100 |
|
|
2013
Q4 | $106K | Sell |
1,211
-158
| -12% | -$13.8K | 0.12% | 88 |
|
|
2013
Q3 | $119K | Hold |
1,369
| – | – | 0.15% | 75 |
|
|
2013
Q2 | $119K | Buy |
+1,369
| New | +$119K | 0.16% | 71 |
|