Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-28
| Closed | -$2K | – | 332 |
|
2016
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1041 |
|
2016
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1052 |
|
2016
Q1 | $2K | Sell |
28
-150
| -84% | -$10.7K | ﹤0.01% | 973 |
|
2015
Q4 | $10K | Buy |
178
+150
| +536% | +$8.43K | ﹤0.01% | 757 |
|
2015
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1084 |
|
2015
Q2 | $2K | Sell |
28
-28
| -50% | -$2K | ﹤0.01% | 1115 |
|
2015
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1078 |
|