CreativeOne Wealth’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,445
| Closed | -$202K | – | 624 |
|
|
2023
Q3 | $202K | Sell |
6,445
-7,382
| -53% | -$231K | 0.01% | 538 |
|
|
2023
Q2 | $459K | Buy |
13,827
+466
| +3% | +$15.5K | 0.02% | 518 |
|
|
2023
Q1 | $469K | Buy |
13,361
+272
| +2% | +$9.55K | 0.02% | 487 |
|
|
2022
Q4 | $523K | Buy |
13,089
+39
| +0.3% | +$1.56K | 0.03% | 418 |
|
|
2022
Q3 | $463K | Buy |
13,050
+208
| +2% | +$7.38K | 0.03% | 428 |
|
|
2022
Q2 | $551K | Sell |
12,842
-671
| -5% | -$28.8K | 0.03% | 384 |
|
|
2022
Q1 | $570K | Buy |
13,513
+3,928
| +41% | +$166K | 0.03% | 395 |
|
|
2021
Q4 | $359K | Buy |
+9,585
| New | +$359K | 0.02% | 543 |
|