Icon Wealth Advisors’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
-3,630
Closed -$111K 445
2024
Q1
$111K Sell
3,630
-1,015
-22% -$31K 0.01% 451
2023
Q4
$136K Buy
+4,645
New +$136K 0.01% 376
2022
Q4
$347K Sell
8,684
-656
-7% -$26.2K 0.04% 230
2022
Q3
$332K Buy
+9,340
New +$332K 0.04% 226