West Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$127 | – | 190 |
|
|
2023
Q3 | $127 | Hold |
3
| – | – | ﹤0.01% | 204 |
|
|
2023
Q2 | $136 | Buy |
+3
| New | +$136 | ﹤0.01% | 183 |
|
|
2021
Q3 | – | Sell |
-233
| Closed | -$11K | – | 152 |
|
|
2021
Q2 | $11K | Sell |
233
-33
| -12% | -$1.56K | ﹤0.01% | 121 |
|
|
2021
Q1 | $14K | Buy |
266
+57
| +27% | +$3K | ﹤0.01% | 119 |
|
|
2020
Q4 | $9K | Buy |
+209
| New | +$9K | ﹤0.01% | 126 |
|