Axxcess Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,398
| Closed | -$622K | – | 854 |
|
|
2024
Q1 | $622K | Buy |
20,398
+90
| +0.4% | +$2.75K | 0.02% | 482 |
|
|
2023
Q4 | $595K | Buy |
20,308
+8,517
| +72% | +$249K | 0.02% | 470 |
|
|
2023
Q3 | $370K | Buy |
+11,791
| New | +$370K | 0.01% | 545 |
|
|
2023
Q2 | – | Sell |
-14,595
| Closed | -$513K | – | 602 |
|
|
2023
Q1 | $513K | Buy |
14,595
+188
| +1% | +$6.6K | 0.04% | 366 |
|
|
2022
Q4 | $576K | Buy |
+14,407
| New | +$576K | 0.05% | 329 |
|