IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5288 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5092 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4910 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4667 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4460 |
|
|
2020
Q2 | – | Sell |
-5,687
| Closed | -$55K | – | 4225 |
|
|
2020
Q1 | $55K | Hold |
5,687
| – | – | 0.01% | 1082 |
|
|
2019
Q4 | $55K | Buy |
5,687
+5,683
| +142,075% | +$55K | ﹤0.01% | 1218 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3901 |
|
|
2019
Q1 | – | Sell |
-301
| Closed | -$5K | – | 3797 |
|
|
2018
Q4 | $5K | Sell |
301
-11
| -4% | -$183 | ﹤0.01% | 2852 |
|
|
2018
Q3 | $5K | Buy |
312
+220
| +239% | +$3.53K | ﹤0.01% | 3214 |
|
|
2018
Q2 | $1K | Hold |
92
| – | – | ﹤0.01% | 3778 |
|
|
2018
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 3583 |
|
|
2017
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 3583 |
|
|
2017
Q3 | $2K | Sell |
92
-200
| -68% | -$4.35K | ﹤0.01% | 3793 |
|
|
2017
Q2 | $6K | Sell |
292
-140
| -32% | -$2.88K | ﹤0.01% | 3314 |
|
|
2017
Q1 | $9K | Sell |
432
-937
| -68% | -$19.5K | ﹤0.01% | 2980 |
|
|
2016
Q4 | $32K | Sell |
1,369
-438
| -24% | -$10.2K | ﹤0.01% | 2150 |
|
|
2016
Q3 | $46K | Sell |
1,807
-1,601
| -47% | -$40.8K | ﹤0.01% | 1864 |
|
|
2016
Q2 | $95K | Buy |
+3,408
| New | +$95K | 0.01% | 1369 |
|
|
2016
Q1 | – | Sell |
-15,136
| Closed | -$524K | – | 3827 |
|
|
2015
Q4 | $524K | Buy |
+15,136
| New | +$524K | 0.04% | 488 |
|