Cape Investment Advisory’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Sell |
418
-31
| -7% | -$1.47K | 0.01% | 508 |
|
|
2025
Q1 | $18.6K | Sell |
449
-107
| -19% | -$4.43K | 0.01% | 490 |
|
|
2024
Q4 | $20.2K | Buy |
556
+10
| +2% | +$363 | 0.01% | 478 |
|
|
2024
Q3 | $20K | Sell |
546
-99
| -15% | -$3.62K | 0.01% | 462 |
|
|
2024
Q2 | $19.9K | Sell |
645
-325
| -34% | -$10K | 0.01% | 423 |
|
|
2024
Q1 | $29.6K | Sell |
970
-90
| -8% | -$2.75K | 0.01% | 385 |
|
|
2023
Q4 | $31K | Buy |
1,060
+510
| +93% | +$14.9K | 0.02% | 444 |
|
|
2023
Q3 | $17.3K | Buy |
550
+250
| +83% | +$7.85K | 0.01% | 467 |
|
|
2023
Q2 | $9.96K | Hold |
300
| – | – | 0.01% | 552 |
|
|
2023
Q1 | $10.5K | Buy |
+300
| New | +$10.5K | 0.01% | 528 |
|