LBMC Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,585
| Closed | -$240K | – | 153 |
|
|
2022
Q2 | $240K | Hold |
5,585
| – | – | 0.03% | 129 |
|
|
2022
Q1 | $235K | Hold |
5,585
| – | – | 0.02% | 144 |
|
|
2021
Q4 | $209K | Buy |
+5,585
| New | +$209K | 0.02% | 162 |
|
|
2021
Q1 | – | Sell |
-9,365
| Closed | -$351K | – | 136 |
|
|
2020
Q4 | $351K | Buy |
9,365
+3,551
| +61% | +$133K | 0.04% | 89 |
|
|
2020
Q3 | $210K | Buy |
+5,814
| New | +$210K | 0.03% | 113 |
|