Greenleaf Trust’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,686
| Closed | -$247K | – | 568 |
|
|
2019
Q1 | $247K | Buy |
16,686
+6,413
| +62% | +$94.9K | ﹤0.01% | 438 |
|
|
2018
Q4 | $156K | Buy |
+10,273
| New | +$156K | ﹤0.01% | 470 |
|
|
2018
Q1 | – | Sell |
-1,614
| Closed | -$29K | – | 689 |
|
|
2017
Q4 | $29K | Hold |
1,614
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $31K | Buy |
+1,614
| New | +$31K | ﹤0.01% | 502 |
|