American Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17,400
| Closed | -$222K | – | 80 |
|
|
2019
Q2 | $222K | Buy |
+17,400
| New | +$222K | 0.17% | 72 |
|
|
2016
Q2 | – | Sell |
-6,910
| Closed | -$222K | – | 75 |
|
|
2016
Q1 | $222K | Hold |
6,910
| – | – | 0.23% | 56 |
|
|
2015
Q4 | $239K | Sell |
6,910
-150
| -2% | -$5.19K | 0.27% | 58 |
|
|
2015
Q3 | $225K | Hold |
7,060
| – | – | 0.26% | 58 |
|
|
2015
Q2 | $250K | Hold |
7,060
| – | – | 0.25% | 64 |
|
|
2015
Q1 | $230K | Hold |
7,060
| – | – | 0.23% | 62 |
|
|
2014
Q4 | $219K | Buy |
+7,060
| New | +$219K | 0.23% | 60 |
|