Checchi Capital Advisers’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,782
| Closed | -$164K | – | 422 |
|
|
2018
Q4 | $164K | Buy |
+10,782
| New | +$164K | 0.02% | 342 |
|
|
2016
Q4 | – | Sell |
-9,226
| Closed | -$235K | – | 399 |
|
|
2016
Q3 | $235K | Sell |
9,226
-445
| -5% | -$11.3K | 0.03% | 318 |
|
|
2016
Q2 | $269K | Sell |
9,671
-557
| -5% | -$15.5K | 0.03% | 253 |
|
|
2016
Q1 | $328K | Sell |
10,228
-237
| -2% | -$7.6K | 0.07% | 218 |
|
|
2015
Q4 | $362K | Buy |
10,465
+697
| +7% | +$24.1K | 0.09% | 195 |
|
|
2015
Q3 | $311K | Buy |
9,768
+874
| +10% | +$27.8K | 0.08% | 201 |
|
|
2015
Q2 | $315K | Buy |
8,894
+1,382
| +18% | +$48.9K | 0.08% | 209 |
|
|
2015
Q1 | $245K | Buy |
7,512
+1,010
| +16% | +$32.9K | 0.07% | 270 |
|
|
2014
Q4 | $202K | Buy |
+6,502
| New | +$202K | 0.08% | 293 |
|
|
2014
Q3 | – | Sell |
-6,320
| Closed | -$207K | – | 287 |
|
|
2014
Q2 | $207K | Buy |
+6,320
| New | +$207K | 0.09% | 226 |
|