Lenox Wealth 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
Q1 | – | Sell |
-64
| Closed | -$2K | – | 785 |
|
|
2021
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $2K | Sell |
64
-64
| -50% | -$2K | ﹤0.01% | 592 |
|
|
2020
Q4 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 496 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$3K | – | 610 |
|
|
2020
Q1 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 486 |
|
|
2019
Q2 | – | Sell |
-210
| Closed | -$9K | – | 433 |
|
|
2019
Q1 | $9K | Hold |
210
| – | – | ﹤0.01% | 279 |
|
|
2018
Q4 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 275 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | – | – | 423 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 557 |
|
|
2016
Q1 | – | Sell |
-28
| Closed | -$2K | – | 273 |
|
|
2015
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 314 |
|