PIWA
Prevail Innovative Wealth Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,050
| Closed | -$1.08M | – | 167 |
|
|
2024
Q2 | $1.08M | Buy |
35,050
+2,881
| +9% | +$89.1K | 0.38% | 89 |
|
|
2024
Q1 | $981K | Buy |
32,169
+7,593
| +31% | +$232K | 0.36% | 96 |
|
|
2023
Q4 | $720K | Buy |
24,576
+9,581
| +64% | +$281K | 0.34% | 84 |
|
|
2023
Q3 | $471K | Buy |
+14,995
| New | +$471K | 0.24% | 89 |
|