Liberty 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
Q4 | – | Sell |
-5,039
| Closed | -$163K | – | 289 |
|
|
2021
Q3 | $163K | Buy |
5,039
+2,911
| +137% | +$94.2K | 0.06% | 197 |
|
|
2021
Q2 | $74K | Buy |
2,128
+281
| +15% | +$9.77K | 0.03% | 252 |
|
|
2021
Q1 | $67K | Hold |
1,847
| – | – | 0.03% | 232 |
|
|
2020
Q4 | $67K | Buy |
1,847
+842
| +84% | +$30.5K | 0.03% | 230 |
|
|
2020
Q3 | $36K | Sell |
1,005
-53
| -5% | -$1.9K | 0.02% | 285 |
|
|
2020
Q2 | $41K | Sell |
1,058
-21
| -2% | -$814 | 0.03% | 251 |
|
|
2020
Q1 | $37K | Buy |
1,079
+366
| +51% | +$12.6K | 0.03% | 245 |
|
|
2019
Q4 | $30K | Buy |
713
+29
| +4% | +$1.22K | 0.02% | 343 |
|
|
2019
Q3 | $25K | Sell |
684
-591
| -46% | -$21.6K | 0.02% | 364 |
|
|
2019
Q2 | $44K | Buy |
1,275
+369
| +41% | +$12.7K | 0.04% | 266 |
|
|
2019
Q1 | $37K | Sell |
906
-497
| -35% | -$20.3K | 0.03% | 242 |
|
|
2018
Q4 | $44K | Buy |
+1,403
| New | +$44K | 0.03% | 205 |
|