Mount Yale Investment Advisors’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 |
-17,364
| Closed | -$200K | – | 331 |
|
|
2019
Q2 | $200K | Sell |
17,364
-8,005
| -32% | -$92.2K | 0.04% | 292 |
|
|
2019
Q1 | $375K | Buy |
25,369
+7,285
| +40% | +$108K | 0.07% | 228 |
|
|
2018
Q4 | $267K | Buy |
18,084
+878
| +5% | +$13K | 0.05% | 269 |
|
|
2018
Q3 | $284K | Buy |
+17,206
| New | +$284K | 0.05% | 264 |
|
|
2018
Q2 | – | Sell |
-132
| Closed | -$2K | – | 1017 |
|
|
2018
Q1 | $2K | Buy |
+132
| New | +$2K | ﹤0.01% | 909 |
|