CWA
Clarus Wealth Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,787
| Closed | -$132K | – | 197 |
|
|
2019
Q2 | $132K | Hold |
3,787
| – | – | 0.1% | 155 |
|
|
2019
Q1 | $158K | Hold |
3,787
| – | – | 0.12% | 132 |
|
|
2018
Q4 | $121K | Sell |
3,787
-94
| -2% | -$3K | 0.19% | 141 |
|
|
2018
Q3 | $181K | Buy |
3,881
+2
| +0.1% | +$93 | 0.12% | 145 |
|
|
2018
Q2 | $224K | Hold |
3,879
| – | – | 0.17% | 93 |
|
|
2018
Q1 | $224K | Sell |
3,879
-540
| -12% | -$31.2K | 0.21% | 93 |
|
|
2017
Q4 | $296K | Buy |
+4,419
| New | +$296K | 0.28% | 56 |
|