Summit Trail Advisors’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,446
Closed -$236K 723
2024
Q2
$236K Buy
+7,446
New +$236K 0.01% 551
2018
Q2
Sell
-5,844
Closed -$200K 513
2018
Q1
$200K Buy
5,844
+71
+1% +$2.43K 0.03% 375
2017
Q4
$404K Buy
+5,773
New +$404K 0.05% 260