Shepherd Financial Partners’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-9,764
Closed -$563K 130
2018
Q1
$563K Hold
9,764
0.14% 74
2017
Q4
$654K Hold
9,764
0.15% 71
2017
Q3
$617K Buy
+9,764
New +$617K 0.14% 77