Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-645
| Closed | -$24K | – | 558 |
|
|
2020
Q4 | $24K | Buy |
+645
| New | +$24K | ﹤0.01% | 967 |
|
|
2018
Q2 | – | Sell |
-2,789
| Closed | -$163K | – | 286 |
|
|
2018
Q1 | $163K | Buy |
2,789
+1,407
| +102% | +$82.2K | 0.06% | 183 |
|
|
2017
Q4 | $93K | Sell |
1,382
-554
| -29% | -$37.3K | 0.03% | 209 |
|
|
2017
Q3 | $122K | Buy |
1,936
+872
| +82% | +$55K | 0.04% | 237 |
|
|
2017
Q2 | $73K | Buy |
1,064
+1,014
| +2,028% | +$69.6K | 0.02% | 336 |
|
|
2017
Q1 | $3K | Sell |
50
-1,958
| -98% | -$117K | ﹤0.01% | 583 |
|
|
2016
Q4 | $64K | Buy |
2,008
+1,088
| +118% | +$34.7K | 0.01% | 331 |
|
|
2016
Q3 | $59K | Buy |
+920
| New | +$59K | 0.02% | 289 |
|