WESPAC Advisors SoCal’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$57K | – | 215 |
|
|
2019
Q1 | $57K | Hold |
1,000
| – | – | 0.03% | 112 |
|
|
2018
Q4 | $49K | Hold |
1,000
| – | – | 0.03% | 123 |
|
|
2018
Q3 | $60K | Buy |
+1,000
| New | +$60K | 0.03% | 122 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$62K | – | 186 |
|
|
2018
Q1 | $62K | Hold |
1,000
| – | – | 0.04% | 108 |
|
|
2017
Q4 | $71K | Hold |
1,000
| – | – | 0.04% | 109 |
|
|
2017
Q3 | $63K | Hold |
1,000
| – | – | 0.04% | 120 |
|
|
2017
Q2 | $74K | Hold |
1,000
| – | – | 0.05% | 109 |
|
|
2017
Q1 | $71.4K | Hold |
1,000
| – | – | 0.04% | 108 |
|
|
2016
Q4 | $67.6K | Hold |
1,000
| – | – | 0.04% | 108 |
|
|
2016
Q3 | $63.2K | Hold |
1,000
| – | – | 0.04% | 108 |
|
|
2016
Q2 | $69K | Hold |
1,000
| – | – | 0.04% | 107 |
|
|
2016
Q1 | $62.7K | Hold |
1,000
| – | – | 0.05% | 107 |
|
|
2015
Q4 | $58K | Buy |
+1,000
| New | +$58K | 0.04% | 116 |
|