B. Riley Wealth Advisors’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
Q4 | – | Sell |
-8,179
| Closed | -$300K | – | 1158 |
|
|
2024
Q3 | $300K | Sell |
8,179
-16,601
| -67% | -$609K | 0.01% | 956 |
|
|
2024
Q2 | $785K | Sell |
24,780
-5,855
| -19% | -$185K | 0.02% | 624 |
|
|
2024
Q1 | $984K | Sell |
30,635
-3,999
| -12% | -$128K | 0.03% | 527 |
|
|
2023
Q4 | $1.04M | Buy |
34,634
+3,999
| +13% | +$120K | 0.03% | 513 |
|
|
2023
Q3 | $984K | Sell |
30,635
-23,983
| -44% | -$770K | 0.03% | 527 |
|
|
2023
Q2 | $1.81M | Buy |
54,618
+39,702
| +266% | +$1.32M | 0.04% | 393 |
|
|
2023
Q1 | $533K | Buy |
14,916
+913
| +7% | +$32.7K | 0.01% | 779 |
|
|
2022
Q4 | $570K | Sell |
14,003
-924
| -6% | -$37.6K | 0.02% | 739 |
|
|
2022
Q3 | $531K | Buy |
+14,927
| New | +$531K | 0.02% | 733 |
|
|
2018
Q4 | – | Sell |
-4,389
| Closed | -$206K | – | 670 |
|
|
2018
Q3 | $206K | Sell |
4,389
-285
| -6% | -$13.4K | 0.02% | 639 |
|
|
2018
Q2 | $237K | Sell |
4,674
-1,602
| -26% | -$81.2K | 0.03% | 555 |
|
|
2018
Q1 | $365K | Sell |
6,276
-333
| -5% | -$19.4K | 0.05% | 393 |
|
|
2017
Q4 | $446K | Sell |
6,609
-264
| -4% | -$17.8K | 0.06% | 342 |
|
|
2017
Q3 | $432K | Buy |
6,873
+3,305
| +93% | +$208K | 0.07% | 291 |
|
|
2017
Q2 | $246K | Buy |
3,568
+44
| +1% | +$3.03K | 0.04% | 425 |
|
|
2017
Q1 | $236K | Sell |
3,524
-170
| -5% | -$11.4K | 0.05% | 419 |
|
|
2016
Q4 | $210K | Buy |
3,694
+464
| +14% | +$26.4K | 0.04% | 449 |
|
|
2016
Q3 | $207K | Buy |
3,230
+128
| +4% | +$8.2K | 0.04% | 528 |
|
|
2016
Q2 | $202K | Buy |
+3,102
| New | +$202K | 0.04% | 532 |
|
|
2015
Q1 | – | Sell |
-1,418
| Closed | -$76 | – | 746 |
|
|
2014
Q4 | $76 | Buy |
+1,418
| New | +$76 | ﹤0.01% | 1862 |
|
|
2014
Q3 | – | Sell |
-1,562
| Closed | -$93K | – | 802 |
|
|
2014
Q2 | $93K | Buy |
+1,562
| New | +$93K | 0.02% | 756 |
|