Heritage Wealth Management (Arizona)’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.76K | Buy |
94
+47
| +100% | +$1.88K | ﹤0.01% | 917 |
|
|
2022
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $2.02K | Hold |
47
| – | – | ﹤0.01% | 885 |
|
|
2022
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 883 |
|
|
2021
Q3 | $40K | Hold |
1,147
| – | – | 0.01% | 480 |
|
|
2021
Q2 | $45K | Buy |
1,147
+520
| +83% | +$20.4K | 0.02% | 466 |
|
|
2021
Q1 | $24K | Buy |
+627
| New | +$24K | 0.01% | 466 |
|