J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
46,467
+11,205
| +32% | +$530K | 0.05% | 388 |
|
|
2025
Q1 | $1.46M | Buy |
+35,262
| New | +$1.46M | 0.05% | 403 |
|
|
2022
Q2 | – | Sell |
-5,291
| Closed | -$223K | – | 744 |
|
|
2022
Q1 | $223K | Sell |
5,291
-1,047
| -17% | -$44.1K | 0.01% | 716 |
|
|
2021
Q4 | $237K | Buy |
+6,338
| New | +$237K | 0.02% | 735 |
|
|
2020
Q4 | – | Sell |
-21,841
| Closed | -$790K | – | 665 |
|
|
2020
Q3 | $790K | Buy |
+21,841
| New | +$790K | 0.06% | 307 |
|