Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,750
| Closed | -$131K | – | 4159 |
|
|
2017
Q2 | $131K | Buy |
6,750
+377
| +6% | +$7.32K | ﹤0.01% | 1778 |
|
|
2017
Q1 | $128K | Sell |
6,373
-839
| -12% | -$16.9K | ﹤0.01% | 1783 |
|
|
2016
Q4 | $166K | Sell |
7,212
-80
| -1% | -$1.84K | ﹤0.01% | 1505 |
|
|
2016
Q3 | $185K | Buy |
7,292
+650
| +10% | +$16.5K | ﹤0.01% | 1439 |
|
|
2016
Q2 | $185K | Buy |
6,642
+5,300
| +395% | +$148K | ﹤0.01% | 1290 |
|
|
2016
Q1 | $43K | Hold |
1,342
| – | – | ﹤0.01% | 2200 |
|
|
2015
Q4 | $46K | Sell |
1,342
-500
| -27% | -$17.1K | ﹤0.01% | 2164 |
|
|
2015
Q3 | $59K | Buy |
+1,842
| New | +$59K | ﹤0.01% | 1920 |
|
|
2015
Q2 | – | Sell |
-2,124
| Closed | -$69K | – | 3372 |
|
|
2015
Q1 | $69K | Sell |
2,124
-522
| -20% | -$17K | ﹤0.01% | 1778 |
|
|
2014
Q4 | $82K | Buy |
2,646
+1,024
| +63% | +$31.7K | ﹤0.01% | 1649 |
|
|
2014
Q3 | $50K | Sell |
1,622
-214
| -12% | -$6.6K | ﹤0.01% | 1918 |
|
|
2014
Q2 | $60K | Buy |
1,836
+14
| +0.8% | +$458 | ﹤0.01% | 1742 |
|
|
2014
Q1 | $58K | Sell |
1,822
-1,000
| -35% | -$31.8K | ﹤0.01% | 1705 |
|
|
2013
Q4 | $89K | Buy |
2,822
+500
| +22% | +$15.8K | ﹤0.01% | 1269 |
|
|
2013
Q3 | $64K | Sell |
2,322
-216
| -9% | -$5.95K | ﹤0.01% | 1372 |
|
|
2013
Q2 | $60K | Buy |
+2,538
| New | +$60K | ﹤0.01% | 1286 |
|