Marcum Wealth’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,002
| Closed | -$220K | – | 412 |
|
|
2024
Q3 | $220K | Buy |
+6,002
| New | +$220K | 0.02% | 344 |
|
|
2023
Q4 | – | Sell |
-6,961
| Closed | -$219K | – | 388 |
|
|
2023
Q3 | $219K | Buy |
6,961
+583
| +9% | +$18.3K | 0.03% | 303 |
|
|
2023
Q2 | $212K | Sell |
6,378
-2,618
| -29% | -$86.9K | 0.02% | 323 |
|
|
2023
Q1 | $316K | Buy |
8,996
+1,619
| +22% | +$56.9K | 0.04% | 234 |
|
|
2022
Q4 | $295K | Sell |
7,377
-1,007
| -12% | -$40.3K | 0.04% | 243 |
|
|
2022
Q3 | $298K | Sell |
8,384
-1,079
| -11% | -$38.4K | 0.05% | 238 |
|
|
2022
Q2 | $406K | Sell |
9,463
-300
| -3% | -$12.9K | 0.06% | 187 |
|
|
2022
Q1 | $412K | Buy |
9,763
+3,083
| +46% | +$130K | 0.06% | 191 |
|
|
2021
Q4 | $250K | Sell |
6,680
-2,904
| -30% | -$109K | 0.03% | 287 |
|
|
2021
Q3 | $338K | Sell |
9,584
-4,823
| -33% | -$170K | 0.05% | 216 |
|
|
2021
Q2 | $566K | Buy |
14,407
+2,318
| +19% | +$91.1K | 0.09% | 133 |
|
|
2021
Q1 | $468K | Buy |
+12,089
| New | +$468K | 0.08% | 156 |
|