Rockefeller Financial Services’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $54K | Hold |
807
| – | – | ﹤0.01% | 410 |
|
|
2017
Q3 | $50K | Buy |
+807
| New | +$50K | ﹤0.01% | 421 |
|
|
2016
Q2 | – | Sell |
-206
| Closed | -$12K | – | 494 |
|
|
2016
Q1 | $12K | Buy |
+206
| New | +$12K | ﹤0.01% | 515 |
|
|
2013
Q4 | – | Sell |
-1,200
| Closed | -$63K | – | 509 |
|
|
2013
Q3 | $63K | Hold |
1,200
| – | – | ﹤0.01% | 405 |
|
|
2013
Q2 | $62K | Buy |
+1,200
| New | +$62K | ﹤0.01% | 404 |
|