Winthrop Partners - WNY’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $444K | Hold |
5,841
| – | – | 0.3% | 75 |
|
|
2019
Q2 | $459K | Buy |
5,841
+1,025
| +21% | +$80.5K | 0.34% | 70 |
|
|
2019
Q1 | $425K | Sell |
4,816
-51
| -1% | -$4.5K | 0.33% | 71 |
|
|
2018
Q4 | $325K | Sell |
4,867
-541
| -10% | -$36.1K | 0.3% | 74 |
|
|
2018
Q3 | $441K | Hold |
5,408
| – | – | 0.36% | 74 |
|
|
2018
Q2 | $437K | Hold |
5,408
| – | – | 0.36% | 75 |
|
|
2018
Q1 | $545K | Hold |
5,408
| – | – | 0.42% | 64 |
|
|
2017
Q4 | $586K | Buy |
+5,408
| New | +$586K | 0.48% | 65 |
|