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Compass Financial Advisors LLC

SEC CIK
0001913221
Latest filing
Nov 13, 2023

MO holding history

Altria Group, Inc. in every 13F filed by Compass Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q3 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of MO by Compass Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−8,299−100.0%Sold outHolders
Q4 20228,299$379.4K0.5%+107+1.3%AddedHolders
Q3 20228,192$331.0K0.5%+155+1.9%AddedHolders
Q2 20228,037$336.0K0.5%+30.0%AddedHolders
Q1 20228,034$420.0K0.5%+1,492+22.8%AddedHolders
Q4 20216,542$310.0K0.3%–No prior filingHolders