Steward Partners Investment Advisory’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-406
| Closed | -$5K | – | 2865 |
|
|
2019
Q2 | $5K | Buy |
+406
| New | +$5K | ﹤0.01% | 2252 |
|
|
2018
Q4 | – | Sell |
-402
| Closed | -$6K | – | 2521 |
|
|
2018
Q3 | $6K | Buy |
+402
| New | +$6K | ﹤0.01% | 2098 |
|
|
2018
Q2 | – | Sell |
-786
| Closed | -$12K | – | 2606 |
|
|
2018
Q1 | $12K | Hold |
786
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q4 | $14K | Sell |
786
-107
| -12% | -$1.91K | ﹤0.01% | 1256 |
|
|
2017
Q3 | $17K | Buy |
893
+107
| +14% | +$2.04K | ﹤0.01% | 991 |
|
|
2017
Q2 | $15K | Hold |
786
| – | – | ﹤0.01% | 961 |
|
|
2017
Q1 | $15K | Hold |
786
| – | – | ﹤0.01% | 841 |
|
|
2016
Q4 | $18K | Buy |
+786
| New | +$18K | 0.01% | 463 |
|