IWA
IBEX Wealth Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,593
| Closed | -$843K | – | 91 |
|
|
2017
Q4 | $843K | Sell |
12,593
-391
| -3% | -$26.2K | 0.37% | 59 |
|
|
2017
Q3 | $820K | Buy |
+12,984
| New | +$820K | 0.3% | 84 |
|
|
2017
Q1 | – | Sell |
-24
| Closed | -$3K | – | 112 |
|
|
2016
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 412 |
|