Northstar Wealth Partners’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
Q3 | – | Sell |
-6,545
| Closed | -$228K | – | 180 |
|
|
2019
Q2 | $228K | Sell |
6,545
-651
| -9% | -$22.7K | 0.1% | 165 |
|
|
2019
Q1 | $300K | Sell |
7,196
-99
| -1% | -$4.13K | 0.14% | 142 |
|
|
2018
Q4 | $232K | Sell |
7,295
-5,058
| -41% | -$161K | 0.12% | 150 |
|
|
2018
Q3 | $576K | Sell |
12,353
-161
| -1% | -$7.51K | 0.28% | 97 |
|
|
2018
Q2 | $631K | Sell |
12,514
-3,386
| -21% | -$171K | 0.32% | 93 |
|
|
2018
Q1 | $917K | Buy |
15,900
+10,553
| +197% | +$609K | 0.47% | 67 |
|
|
2017
Q4 | $358K | Buy |
5,347
+444
| +9% | +$29.7K | 0.32% | 88 |
|
|
2017
Q3 | $309K | Buy |
+4,903
| New | +$309K | 0.3% | 90 |
|