Sugarloaf Wealth Management’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-112	Closed	-$3.42K	–	667
2024 Q1	$3.42K	Buy	112 +3	+3%	+$90	﹤0.01%	563
2023 Q4	$3.2K	Buy	109 +2	+2%	+$61	﹤0.01%	574
2023 Q3	$3.36K	Buy	107 +2	+2%	+$66	﹤0.01%	564
2023 Q2	$3.47K	Buy	105 +3	+3%	+$103	﹤0.01%	575
2023 Q1	$3.6K	Buy	102 +1	+1%	+$38	﹤0.01%	575
2022 Q4	$4.03K	Buy	101 +1	+1%	+$39	﹤0.01%	606
2022 Q3	$4K	Buy	100 +2	+2%	+$80	﹤0.01%	642
2022 Q2	$4K	Buy	98 +2	+2%	+$86	﹤0.01%	624
2022 Q1	$4K	Buy	96 +1	+1%	+$43	﹤0.01%	583
2021 Q4	$4K	Buy	95 +2	+2%	+$71	﹤0.01%	610
2021 Q3	$3K	Sell	93 -20	-18%	-$751	﹤0.01%	647
2021 Q2	$4K	Buy	113 +2	+2%	+$78	﹤0.01%	612
2021 Q1	$4	Buy	111 +2	+2%	+$75	﹤0.01%	601
2020 Q4	$4K	Sell	109 -105	-49%	-$3.76K	﹤0.01%	568
2020 Q3	$8K	Buy	214 +108	+102%	+$3.78K	﹤0.01%	474
2020 Q2	$4K	Buy	106 +1	+1%	+$38	﹤0.01%	538
2020 Q1	$4K	Buy	105 +1	+1%	+$41	﹤0.01%	527
2019 Q4	$4K	Buy	+104	New	+$3.92K	﹤0.01%	563