Concert Wealth Management’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-3,778
Closed -$221K 677
2016
Q1
$221K Sell
3,778
-210
-5% -$12.3K 0.03% 562
2015
Q4
$220K Sell
3,988
-3,840
-49% -$212K 0.03% 568
2015
Q3
$431K Buy
7,828
+306
+4% +$16.8K 0.06% 388
2015
Q2
$408K Buy
+7,522
New +$408K 0.05% 407