SIA
Schechter Investment Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $312K | Sell |
7,537
-994
| -12% | -$41.1K | 0.03% | 466 |
|
|
2024
Q4 | $310K | Buy |
8,531
+602
| +8% | +$21.9K | 0.02% | 485 |
|
|
2024
Q3 | $290K | Buy |
7,929
+413
| +5% | +$15.1K | 0.02% | 503 |
|
|
2024
Q2 | $232K | Buy |
+7,516
| New | +$232K | 0.02% | 528 |
|
|
2023
Q4 | – | Sell |
-9,549
| Closed | -$300K | – | 660 |
|
|
2023
Q3 | $300K | Buy |
+9,549
| New | +$300K | 0.03% | 448 |
|
|
2023
Q2 | – | Sell |
-7,443
| Closed | -$261K | – | 678 |
|
|
2023
Q1 | $261K | Sell |
7,443
-2,704
| -27% | -$95K | 0.02% | 552 |
|
|
2022
Q4 | $406K | Buy |
10,147
+1,857
| +22% | +$74.2K | 0.04% | 553 |
|
|
2022
Q3 | $294K | Sell |
8,290
-1,337
| -14% | -$47.4K | 0.03% | 709 |
|
|
2022
Q2 | $413K | Buy |
9,627
+657
| +7% | +$28.2K | 0.04% | 586 |
|
|
2022
Q1 | $378K | Buy |
8,970
+2,171
| +32% | +$91.5K | 0.04% | 618 |
|
|
2021
Q4 | $254K | Buy |
+6,799
| New | +$254K | 0.02% | 732 |
|