SWM
Selective Wealth Management’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 392 |
|
|
2020
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 354 |
|
|
2020
Q1 | – | Sell |
-52
| Closed | -$2K | – | 333 |
|
|
2019
Q4 | $2K | Sell |
52
-286
| -85% | -$11K | ﹤0.01% | 280 |
|
|
2019
Q3 | $12K | Buy |
+338
| New | +$12K | 0.02% | 156 |
|
|
2018
Q3 | $2K | Buy |
+52
| New | +$2K | 0.02% | 140 |
|