Elevated Capital Advisors’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 |
-42,824
| Closed | -$1.42M | – | 169 |
|
|
2023
Q2 | $1.42M | Buy |
42,824
+2,733
| +7% | +$90.7K | 0.47% | 77 |
|
|
2023
Q1 | $1.41M | Buy |
40,091
+959
| +2% | +$33.7K | 0.5% | 73 |
|
|
2022
Q4 | $1.56M | Buy |
39,132
+2,173
| +6% | +$86.9K | 0.6% | 61 |
|
|
2022
Q3 | $1.31M | Buy |
+36,959
| New | +$1.31M | 0.52% | 66 |
|
|
2022
Q1 | $1.28M | Buy |
+30,449
| New | +$1.28M | 0.43% | 84 |
|
|
2021
Q3 | $905K | Buy |
+25,651
| New | +$905K | 0.31% | 100 |
|
|
2021
Q1 | $881K | Sell |
23,063
-73
| -0.3% | -$2.79K | 0.34% | 97 |
|
|
2020
Q4 | $867K | Sell |
23,136
-1,786
| -7% | -$66.9K | 0.38% | 86 |
|
|
2020
Q3 | $895K | Sell |
24,922
-691
| -3% | -$24.8K | 0.42% | 82 |
|
|
2020
Q2 | $883K | Buy |
+25,613
| New | +$883K | 0.41% | 89 |
|
|
2019
Q4 | $378K | Buy |
+8,893
| New | +$378K | 0.42% | 72 |
|
|
2019
Q1 | $710K | Buy |
+19,352
| New | +$710K | 0.47% | 79 |
|