Advisor Partners’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,654
| Closed | -$154K | – | 653 |
|
|
2018
Q2 | $154K | Buy |
+10,654
| New | +$154K | 0.03% | 561 |
|
|
2016
Q1 | – | Sell |
-7,706
| Closed | -$267K | – | 425 |
|
|
2015
Q4 | $267K | Buy |
7,706
+232
| +3% | +$8.04K | 0.09% | 231 |
|
|
2015
Q3 | $238K | Buy |
7,474
+630
| +9% | +$20.1K | 0.1% | 248 |
|
|
2015
Q2 | $242K | Buy |
6,844
+112
| +2% | +$3.96K | 0.09% | 263 |
|
|
2015
Q1 | $219K | Sell |
6,732
-750
| -10% | -$24.4K | 0.09% | 290 |
|
|
2014
Q4 | $223K | Buy |
7,482
+124
| +2% | +$3.7K | 0.1% | 272 |
|
|
2014
Q3 | $226K | Buy |
7,358
+30
| +0.4% | +$921 | 0.13% | 204 |
|
|
2014
Q2 | $240K | Sell |
7,328
-38
| -0.5% | -$1.25K | 0.12% | 231 |
|
|
2014
Q1 | $235K | Sell |
7,366
-84
| -1% | -$2.68K | 0.13% | 222 |
|
|
2013
Q4 | $235K | Buy |
+7,450
| New | +$235K | 0.14% | 207 |
|