Financial Architects (New Jersey)’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-105
| Closed | -$4K | – | 335 |
|
2020
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 745 |
|
2020
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 720 |
|
2019
Q4 | $4K | Sell |
105
-1,441
| -93% | -$54.9K | ﹤0.01% | 783 |
|
2019
Q3 | $57K | Sell |
1,546
-420
| -21% | -$15.5K | 0.01% | 409 |
|
2019
Q2 | $69K | Sell |
1,966
-337
| -15% | -$11.8K | 0.01% | 394 |
|
2019
Q1 | $96K | Buy |
2,303
+41
| +2% | +$1.71K | 0.02% | 417 |
|
2018
Q4 | $72K | Sell |
2,262
-460
| -17% | -$14.6K | 0.01% | 430 |
|
2018
Q3 | $127K | Sell |
2,722
-1,177
| -30% | -$54.9K | 0.02% | 357 |
|
2018
Q2 | $197K | Sell |
3,899
-110
| -3% | -$5.56K | 0.04% | 275 |
|
2018
Q1 | $231K | Sell |
4,009
-944
| -19% | -$54.4K | 0.05% | 264 |
|
2017
Q4 | $332K | Sell |
4,953
-161
| -3% | -$10.8K | 0.06% | 210 |
|
2017
Q3 | $319K | Buy |
5,114
+4,614
| +923% | +$288K | 0.06% | 212 |
|
2017
Q2 | $34K | Hold |
500
| – | – | 0.01% | 707 |
|
2017
Q1 | $33K | Hold |
500
| – | – | 0.01% | 702 |
|
2016
Q4 | $28K | Hold |
500
| – | – | 0.01% | 734 |
|
2016
Q3 | $32K | Hold |
500
| – | – | 0.01% | 698 |
|
2016
Q2 | $32K | Hold |
500
| – | – | 0.01% | 648 |
|
2016
Q1 | $29K | Buy |
+500
| New | +$29K | 0.01% | 495 |
|
2015
Q3 | – | Sell |
-540
| Closed | -$29K | – | 296 |
|
2015
Q2 | $29K | Buy |
+540
| New | +$29K | 0.01% | 530 |
|
2015
Q1 | – | Sell |
-176
| Closed | -$9K | – | 922 |
|
2014
Q4 | $9K | Buy |
+176
| New | +$9K | ﹤0.01% | 677 |
|