WA
WFG Advisors’s Altria Group MO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $2.27M | Buy |
30,459
+2,168
| +8% | +$161K | 0.51% | 41 |
|
2017
Q1 | $2.02M | Sell |
28,291
-2,208
| -7% | -$158K | 0.54% | 39 |
|
2016
Q4 | $2.06M | Sell |
30,499
-3,763
| -11% | -$254K | 0.5% | 44 |
|
2016
Q3 | $2.17M | Buy |
34,262
+3,113
| +10% | +$197K | 0.54% | 38 |
|
2016
Q2 | $2.15M | Buy |
31,149
+16
| +0.1% | +$1.1K | 0.57% | 34 |
|
2016
Q1 | $1.95M | Sell |
31,133
-1,692
| -5% | -$106K | 0.56% | 33 |
|
2015
Q4 | $1.91M | Buy |
32,825
+2,534
| +8% | +$148K | 0.57% | 32 |
|
2015
Q3 | $1.65M | Sell |
30,291
-918
| -3% | -$49.9K | 0.52% | 39 |
|
2015
Q2 | $1.53M | Buy |
31,209
+5,544
| +22% | +$271K | 0.42% | 48 |
|
2015
Q1 | $1.28M | Sell |
25,665
-15,262
| -37% | -$764K | 0.36% | 57 |
|
2014
Q4 | $2.02M | Sell |
40,927
-176
| -0.4% | -$8.67K | 0.41% | 42 |
|
2014
Q3 | $1.89M | Sell |
41,103
-802
| -2% | -$36.8K | 0.36% | 48 |
|
2014
Q2 | $1.76M | Sell |
41,905
-552
| -1% | -$23.1K | 0.33% | 66 |
|
2014
Q1 | $1.59M | Sell |
42,457
-215,008
| -84% | -$8.05M | 0.32% | 58 |
|
2013
Q4 | $9.88M | Buy |
257,465
+7,601
| +3% | +$292K | 1.41% | 4 |
|
2013
Q3 | $8.58M | Buy |
249,864
+23,757
| +11% | +$816K | 1.33% | 5 |
|
2013
Q2 | $7.91M | Buy |
+226,107
| New | +$7.91M | 1.32% | 6 |
|