BerganKDV Wealth Management’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$42.9K	Buy	1,293 +128	+11%	+$4.38K	﹤0.01%	396
2023 Q1	$40.9K	Buy	1,165 +220	+23%	+$8.29K	﹤0.01%	417
2022 Q4	$37.8K	Buy	945 +16	+2%	+$629	﹤0.01%	408
2022 Q3	$33K	Sell	929 -176	-16%	-$7.05K	﹤0.01%	416
2022 Q2	$47K	Buy	1,105 +15	+1%	+$644	0.01%	390
2022 Q1	$46K	Buy	1,090 +12	+1%	+$511	﹤0.01%	406
2021 Q4	$40K	Buy	1,078 +53	+5%	+$1.88K	﹤0.01%	455
2021 Q3	$36K	Buy	1,025 +242	+31%	+$9.09K	﹤0.01%	442
2021 Q2	$31K	Buy	783 +189	+32%	+$7.4K	﹤0.01%	455
2021 Q1	$23K	Buy	594 +380	+178%	+$14.3K	﹤0.01%	461
2020 Q4	$8K	Buy	214 +135	+171%	+$4.83K	﹤0.01%	592
2020 Q3	$3K	Sell	79 -142	-64%	-$4.97K	﹤0.01%	631
2020 Q2	$9K	Buy	221 +142	+180%	+$5.44K	﹤0.01%	549
2020 Q1	$3K	Buy	+79	New	+$3.22K	﹤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	+$1.05K	﹤0.01%	622