Moneta Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,449
| Closed | -$104K | – | 240 |
|
|
2019
Q4 | $104K | Sell |
2,449
-44
| -2% | -$1.87K | 0.01% | 256 |
|
|
2019
Q3 | $92K | Buy |
+2,493
| New | +$92K | 0.01% | 253 |
|
|
2018
Q2 | – | Sell |
-964
| Closed | -$56K | – | 419 |
|
|
2018
Q1 | $56K | Hold |
964
| – | – | 0.01% | 307 |
|
|
2017
Q4 | $65K | Buy |
+964
| New | +$65K | 0.01% | 256 |
|