Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-199
| Closed | -$8K | – | 224 |
|
|
2019
Q1 | $8K | Buy |
199
+36
| +22% | +$1.45K | ﹤0.01% | 514 |
|
|
2018
Q4 | $5K | Hold |
163
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $6K | Sell |
163
-616
| -79% | -$22.7K | ﹤0.01% | 541 |
|
|
2018
Q2 | $39K | Sell |
779
-146
| -16% | -$7.31K | 0.01% | 342 |
|
|
2018
Q1 | $53K | Sell |
925
-52
| -5% | -$2.98K | 0.02% | 300 |
|
|
2017
Q4 | $65K | Buy |
977
+762
| +354% | +$50.7K | 0.02% | 287 |
|
|
2017
Q3 | $13K | Buy |
+215
| New | +$13K | 0.01% | 530 |
|