Avantax Planning Partners’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-402
| Closed | -$19K | – | 404 |
|
|
2018
Q3 | $19K | Buy |
+402
| New | +$19K | ﹤0.01% | 712 |
|
|
2018
Q2 | – | Sell |
-2,397
| Closed | -$129K | – | 406 |
|
|
2018
Q1 | $129K | Sell |
2,397
-656
| -21% | -$35.3K | 0.01% | 360 |
|
|
2017
Q4 | $205K | Sell |
3,053
-5,799
| -66% | -$389K | 0.02% | 288 |
|
|
2017
Q3 | $553K | Buy |
+8,852
| New | +$553K | 0.04% | 193 |
|