Frontier Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,025
| Closed | -$561K | – | 372 |
|
2018
Q3 | $561K | Buy |
12,025
+1,950
| +19% | +$91K | 0.05% | 212 |
|
2018
Q2 | $508K | Sell |
10,075
-5,503
| -35% | -$277K | 0.07% | 215 |
|
2018
Q1 | $899K | Buy |
15,578
+1,579
| +11% | +$91.1K | 0.13% | 162 |
|
2017
Q4 | $938K | Sell |
13,999
-6,239
| -31% | -$418K | 0.15% | 146 |
|
2017
Q3 | $1.26M | Buy |
20,238
+1,998
| +11% | +$125K | 0.18% | 134 |
|
2017
Q2 | $1.25M | Sell |
18,240
-3,000
| -14% | -$206K | 0.19% | 129 |
|
2017
Q1 | $1.41M | Buy |
21,240
+15,500
| +270% | +$1.03M | 0.22% | 118 |
|
2016
Q4 | $323K | Buy |
+5,740
| New | +$323K | 0.05% | 276 |
|
2015
Q1 | – | Sell |
-6,160
| Closed | -$332K | – | 311 |
|
2014
Q4 | $332K | Buy |
+6,160
| New | +$332K | 0.06% | 175 |
|