Weld Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,668
| Closed | -$2.03M | – | 605 |
|
|
2019
Q4 | $2.03M | Buy |
40,668
+26,342
| +184% | +$1.31M | 0.39% | 60 |
|
|
2019
Q3 | $586K | Buy |
+14,326
| New | +$586K | 0.11% | 330 |
|
|
2019
Q2 | – | Sell |
-13,188
| Closed | -$757K | – | 870 |
|
|
2019
Q1 | $757K | Sell |
13,188
-5,612
| -30% | -$322K | 0.14% | 280 |
|
|
2018
Q4 | $929K | Buy |
+18,800
| New | +$929K | 0.21% | 154 |
|