Cyndeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,893
| Closed | -$337K | – | 449 |
|
|
2024
Q2 | $337K | Sell |
10,893
-1,540
| -12% | -$47.6K | 0.03% | 324 |
|
|
2024
Q1 | $379K | Buy |
12,433
+1,312
| +12% | +$40K | 0.03% | 295 |
|
|
2023
Q4 | $326K | Sell |
11,121
-1,487
| -12% | -$43.6K | 0.03% | 301 |
|
|
2023
Q3 | $396K | Buy |
12,608
+327
| +3% | +$10.3K | 0.04% | 239 |
|
|
2023
Q2 | $408K | Sell |
12,281
-148
| -1% | -$4.91K | 0.04% | 235 |
|
|
2023
Q1 | $437K | Sell |
12,429
-80
| -0.6% | -$2.81K | 0.05% | 228 |
|
|
2022
Q4 | $500K | Buy |
+12,509
| New | +$500K | 0.06% | 216 |
|