Palumbo Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,843
| Closed | -$633K | – | 83 |
|
|
2022
Q3 | $633K | Buy |
17,843
+649
| +4% | +$23K | 0.54% | 44 |
|
|
2022
Q2 | $738K | Buy |
17,194
+1,229
| +8% | +$52.8K | 0.59% | 40 |
|
|
2022
Q1 | $673K | Buy |
15,965
+433
| +3% | +$18.3K | 0.43% | 50 |
|
|
2021
Q4 | $581K | Buy |
15,532
+2,127
| +16% | +$79.6K | 0.36% | 58 |
|
|
2021
Q3 | $473K | Sell |
13,405
-2,135
| -14% | -$75.3K | 0.31% | 66 |
|
|
2021
Q2 | $611K | Buy |
15,540
+345
| +2% | +$13.6K | 0.41% | 59 |
|
|
2021
Q1 | $589K | Buy |
15,195
+847
| +6% | +$32.8K | 0.44% | 61 |
|
|
2020
Q4 | $538K | Buy |
+14,348
| New | +$538K | 0.43% | 58 |
|