Polaris Wealth Advisory Group’s British American Tobacco BTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,320
| Closed | -$62K | – | 182 |
|
2018
Q3 | $62K | Buy |
+1,320
| New | +$62K | ﹤0.01% | 234 |
|
2016
Q1 | – | Sell |
-5,482
| Closed | -$303K | – | 111 |
|
2015
Q4 | $303K | Buy |
+5,482
| New | +$303K | 0.05% | 120 |
|
2014
Q1 | – | Sell |
-140
| Closed | -$8K | – | 167 |
|
2013
Q4 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 153 |
|