Mark Sheptoff Financial Planning’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-420
| Closed | -$14.8K | – | 396 |
|
|
2023
Q1 | $14.8K | Hold |
420
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $16.8K | Buy |
+420
| New | +$16.8K | 0.01% | 234 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$15K | – | 362 |
|
|
2018
Q2 | $15K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 243 |
|
|
2017
Q3 | – | Sell |
-2,700
| Closed | -$185K | – | 369 |
|
|
2017
Q2 | $185K | Sell |
2,700
-1
| -0% | -$69 | 0.13% | 110 |
|
|
2017
Q1 | $179K | Buy |
+2,701
| New | +$179K | 0.13% | 110 |
|