Westshore Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,270
| Closed | -$850K | – | 107 |
|
|
2022
Q1 | $850K | Sell |
16,270
-429
| -3% | -$22.4K | 0.57% | 22 |
|
|
2021
Q4 | $791K | Buy |
16,699
+230
| +1% | +$10.9K | 0.54% | 23 |
|
|
2021
Q3 | $750K | Sell |
16,469
-2,038
| -11% | -$92.8K | 0.61% | 24 |
|
|
2021
Q2 | $882K | Buy |
18,507
+410
| +2% | +$19.5K | 0.45% | 40 |
|
|
2021
Q1 | $926K | Buy |
+18,097
| New | +$926K | 0.53% | 31 |
|
|
2019
Q4 | $881K | Buy |
+17,645
| New | +$881K | 0.97% | 15 |
|