IHT Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,239
| Closed | -$206K | – | 831 |
|
|
2021
Q2 | $206K | Buy |
+5,239
| New | +$206K | 0.01% | 861 |
|
|
2020
Q4 | – | Sell |
-6,567
| Closed | -$237K | – | 746 |
|
|
2020
Q3 | $237K | Buy |
+6,567
| New | +$237K | 0.02% | 559 |
|
|
2020
Q1 | – | Sell |
-5,436
| Closed | -$231K | – | 564 |
|
|
2019
Q4 | $231K | Sell |
5,436
-790
| -13% | -$33.6K | 0.03% | 527 |
|
|
2019
Q3 | $230K | Buy |
+6,226
| New | +$230K | 0.03% | 499 |
|
|
2018
Q2 | – | Sell |
-1,070
| Closed | -$61K | – | 542 |
|
|
2018
Q1 | $61K | Sell |
1,070
-102
| -9% | -$5.82K | 0.02% | 617 |
|
|
2017
Q4 | $79K | Buy |
1,172
+210
| +22% | +$14.2K | 0.02% | 556 |
|
|
2017
Q3 | $61K | Sell |
962
-56
| -6% | -$3.55K | 0.03% | 466 |
|
|
2017
Q2 | $3 | Sell |
1,018
-39
| -4% | – | ﹤0.01% | 1159 |
|
|
2017
Q1 | $70K | Buy |
1,057
+15
| +1% | +$993 | 0.05% | 348 |
|
|
2016
Q4 | $59K | Buy |
+1,042
| New | +$59K | 0.04% | 354 |
|