BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $42.9K | Buy |
1,293
+128
| +11% | +$4.25K | ﹤0.01% | 396 |
|
|
2023
Q1 | $40.9K | Buy |
1,165
+220
| +23% | +$7.73K | ﹤0.01% | 417 |
|
|
2022
Q4 | $37.8K | Buy |
945
+16
| +2% | +$639 | ﹤0.01% | 408 |
|
|
2022
Q3 | $33K | Sell |
929
-176
| -16% | -$6.25K | ﹤0.01% | 416 |
|
|
2022
Q2 | $47K | Buy |
1,105
+15
| +1% | +$638 | 0.01% | 390 |
|
|
2022
Q1 | $46K | Buy |
1,090
+12
| +1% | +$506 | ﹤0.01% | 406 |
|
|
2021
Q4 | $40K | Buy |
1,078
+53
| +5% | +$1.97K | ﹤0.01% | 455 |
|
|
2021
Q3 | $36K | Buy |
1,025
+242
| +31% | +$8.5K | ﹤0.01% | 442 |
|
|
2021
Q2 | $31K | Buy |
783
+189
| +32% | +$7.48K | ﹤0.01% | 455 |
|
|
2021
Q1 | $23K | Buy |
594
+380
| +178% | +$14.7K | ﹤0.01% | 461 |
|
|
2020
Q4 | $8K | Buy |
214
+135
| +171% | +$5.05K | ﹤0.01% | 592 |
|
|
2020
Q3 | $3K | Sell |
79
-142
| -64% | -$5.39K | ﹤0.01% | 631 |
|
|
2020
Q2 | $9K | Buy |
221
+142
| +180% | +$5.78K | ﹤0.01% | 549 |
|
|
2020
Q1 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 650 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$1K | – | 736 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 683 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 645 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 599 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 622 |
|