WWM
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Windsor Wealth Management’s Philip Morris PM Stock Holding History

Windsor Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,549
Closed -$253K – 128
2018
Q1 		$253K Sell
2,549
-634
-20% -$62.9K 0.21% 106
2017
Q4 		$336K Buy
+3,183
New +$336K 0.29% 92