One Wealth 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
Q2 | – | Sell |
-5,411
| Closed | -$80K | – | 580 |
|
2019
Q1 | $80K | Buy |
+5,411
| New | +$80K | 0.07% | 198 |
|
2018
Q3 | – | Sell |
-8,638
| Closed | -$125K | – | 642 |
|
2018
Q2 | $125K | Buy |
8,638
+4,030
| +87% | +$58.3K | 0.1% | 168 |
|
2018
Q1 | $74K | Buy |
4,608
+1,961
| +74% | +$31.5K | 0.07% | 210 |
|
2017
Q4 | $48K | Buy |
+2,647
| New | +$48K | 0.04% | 278 |
|