Wolf Group Capital Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,347
| Closed | -$354K | – | 105 |
|
|
2017
Q4 | $354K | Sell |
3,347
-139
| -4% | -$14.7K | 0.22% | 90 |
|
|
2017
Q3 | $396K | Sell |
3,486
-898
| -20% | -$102K | 0.28% | 86 |
|
|
2017
Q2 | $515K | Sell |
4,384
-460
| -9% | -$54K | 0.4% | 67 |
|
|
2017
Q1 | $547K | Buy |
4,844
+228
| +5% | +$25.7K | 0.36% | 73 |
|
|
2016
Q4 | $422K | Buy |
4,616
+1,537
| +50% | +$141K | 0.28% | 78 |
|
|
2016
Q3 | $299K | Buy |
3,079
+166
| +6% | +$16.1K | 0.21% | 87 |
|
|
2016
Q2 | $296K | Buy |
2,913
+626
| +27% | +$63.6K | 0.22% | 83 |
|
|
2016
Q1 | $224K | Buy |
+2,287
| New | +$224K | 0.17% | 94 |
|