Cerity Partners OCIO’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,321
| Closed | -$228K | – | 418 |
|
|
2022
Q2 | $228K | Buy |
+5,321
| New | +$228K | 0.01% | 383 |
|
|
2020
Q1 | – | Sell |
-4,968
| Closed | -$221K | – | 302 |
|
|
2019
Q4 | $221K | Buy |
+4,968
| New | +$221K | 0.01% | 314 |
|
|
2019
Q2 | – | Sell |
-5,059
| Closed | -$211K | – | 320 |
|
|
2019
Q1 | $211K | Buy |
+5,059
| New | +$211K | 0.01% | 280 |
|