Caldwell Trust’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
|
|
||||
|
2024
Q2 | $3.09K | Hold |
100
|
|
||||
|
2024
Q1 | $3.05K | Hold |
100
|
|
||||
|
2023
Q4 | $2.93K | Hold |
100
|
|
||||
|
2023
Q3 | $3.14K | Hold |
100
|
|
||||
|
2023
Q2 | $3.32K | Sell |
100
-769
|
|
||||
|
2023
Q1 | $30.5K | Hold |
869
|
|
||||
|
2022
Q4 | $34.7K | Hold |
869
|
|
||||
|
2022
Q3 | $30.9K | Buy |
869
+100
|
|
||||
|
2022
Q2 | $33K | Hold |
769
|
|
||||
|
2022
Q1 | $32.4K | Hold |
769
|
|
||||
|
2021
Q4 | $28.8K | Hold |
769
|
|
||||
|
2021
Q3 | $27.1K | Hold |
769
|
|
||||
|
2021
Q2 | $30.2K | Hold |
769
|
|
||||
|
2021
Q1 | $29.8K | Hold |
769
|
|
||||
|
2020
Q4 | $28.8K | Hold |
769
|
|
||||
|
2020
Q3 | $27.8K | Hold |
769
|
|
||||
|
2020
Q2 | $29.9K | Sell |
769
-210
|
|
||||
|
2020
Q1 | $33.5K | Hold |
979
|
|
||||
|
2019
Q4 | $41.6K | Buy |
+979
|
|