Carolina 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-649
| Closed | -$26.8K | – | 278 |
|
|
2025
Q1 | $26.8K | Hold |
649
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $23.6K | Hold |
649
| – | – | 0.01% | 118 |
|
|
2024
Q3 | $23.7K | Hold |
649
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $20.1K | Sell |
649
-8,584
| -93% | -$266K | 0.01% | 118 |
|
|
2024
Q1 | $282K | Buy |
9,233
+506
| +6% | +$15.4K | 0.15% | 60 |
|
|
2023
Q4 | $256K | Buy |
8,727
+3
| +0% | +$88 | 0.13% | 71 |
|
|
2023
Q3 | $274K | Hold |
8,724
| – | – | 0.15% | 71 |
|
|
2023
Q2 | $290K | Buy |
+8,724
| New | +$290K | 0.17% | 59 |
|
|
2020
Q1 | – | Sell |
-1,323
| Closed | -$56K | – | 170 |
|
|
2019
Q4 | $56K | Buy |
+1,323
| New | +$56K | 0.05% | 66 |
|