WoodTrust Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-39,839
| Closed | -$3.25M | – | 76 |
|
|
2018
Q3 | $3.25M | Buy |
39,839
+2,094
| +6% | +$171K | 1.57% | 21 |
|
|
2018
Q2 | $3.05M | Buy |
37,745
+8,319
| +28% | +$672K | 1.6% | 18 |
|
|
2018
Q1 | $2.93M | Buy |
29,426
+2,030
| +7% | +$202K | 1.57% | 19 |
|
|
2017
Q4 | $2.89M | Buy |
+27,396
| New | +$2.89M | 1.54% | 21 |
|