Montag & Associates’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
Q3 | – | Sell |
-54
| Closed | -$2K | – | 868 |
|
|
2022
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 792 |
|
|
2021
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 787 |
|
|
2021
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 785 |
|
|
2020
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 764 |
|