Morningstar Investment Services’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,050,849
| Closed | -$26.2M | – | 217 |
|
|
2019
Q2 | $26.2M | Buy |
2,050,849
+131,756
| +7% | +$1.68M | 0.43% | 75 |
|
|
2019
Q1 | $28.4M | Buy |
1,919,093
+898,961
| +88% | +$13.3M | 0.49% | 70 |
|
|
2018
Q4 | $15.5M | Sell |
1,020,132
-52,270
| -5% | -$795K | 0.3% | 90 |
|
|
2018
Q3 | $15.8M | Sell |
1,072,402
-43,498
| -4% | -$642K | 0.29% | 93 |
|
|
2018
Q2 | $16.1M | Sell |
1,115,900
-170,402
| -13% | -$2.46M | 0.3% | 89 |
|
|
2018
Q1 | $20.8M | Buy |
+1,286,302
| New | +$20.8M | 0.4% | 76 |
|