Ropes Wealth Advisors’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 |
-17
| Closed | -$1K | – | 313 |
|
|
2020
Q4 | $1K | Buy |
17
+6
| +55% | +$353 | ﹤0.01% | 695 |
|
|
2020
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 612 |
|
|
2019
Q4 | – | Sell |
-319
| Closed | -$12K | – | 536 |
|
|
2019
Q3 | $12K | Hold |
319
| – | – | ﹤0.01% | 461 |
|
|
2019
Q2 | $11K | Hold |
319
| – | – | ﹤0.01% | 473 |
|
|
2019
Q1 | $13K | Hold |
319
| – | – | ﹤0.01% | 432 |
|
|
2018
Q4 | $10K | Hold |
319
| – | – | ﹤0.01% | 422 |
|
|
2018
Q3 | $15K | Buy |
+319
| New | +$15K | ﹤0.01% | 428 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$2K | – | 562 |
|
|
2018
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 533 |
|