Curated Wealth Partners’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
Q3 | – | Sell |
-7,672
| Closed | -$255K | – | 137 |
|
|
2023
Q2 | $255K | Hold |
7,672
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $269K | Sell |
7,672
-58
| -0.8% | -$2.04K | 0.06% | 105 |
|
|
2022
Q4 | $309K | Sell |
7,730
-633
| -8% | -$25.3K | 0.08% | 90 |
|
|
2022
Q3 | $295K | Sell |
8,363
-1,738
| -17% | -$61.3K | 0.09% | 93 |
|
|
2022
Q2 | $432K | Buy |
+10,101
| New | +$432K | 0.13% | 75 |
|
|
2021
Q4 | – | Sell |
-8,794
| Closed | -$310K | – | 145 |
|
|
2021
Q3 | $310K | Buy |
8,794
+164
| +2% | +$5.78K | 0.17% | 108 |
|
|
2021
Q2 | $339K | Sell |
8,630
-1,762
| -17% | -$69.2K | 0.18% | 103 |
|
|
2021
Q1 | $403K | Buy |
10,392
+604
| +6% | +$23.4K | 0.25% | 80 |
|
|
2020
Q4 | $367K | Buy |
+9,788
| New | +$367K | 0.24% | 86 |
|