HBK Sorce Advisory’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
Q2 | – | Sell |
-7,176
| Closed | -$219K | – | 571 |
|
|
2024
Q1 | $219K | Sell |
7,176
-381
| -5% | -$11.6K | 0.01% | 532 |
|
|
2023
Q4 | $221K | Buy |
7,557
+276
| +4% | +$8.08K | 0.01% | 499 |
|
|
2023
Q3 | $229K | Sell |
7,281
-366
| -5% | -$11.5K | 0.01% | 490 |
|
|
2023
Q2 | $254K | Sell |
7,647
-1,776
| -19% | -$59K | 0.01% | 483 |
|
|
2023
Q1 | $331K | Buy |
9,423
+577
| +7% | +$20.3K | 0.02% | 411 |
|
|
2022
Q4 | $354K | Buy |
+8,846
| New | +$354K | 0.01% | 503 |
|