Surevest’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,920
| Closed | -$676K | – | 100 |
|
|
2019
Q4 | $676K | Sell |
15,920
-268
| -2% | -$11.4K | 0.29% | 97 |
|
|
2019
Q3 | $597K | Sell |
16,188
-1,315
| -8% | -$48.5K | 0.29% | 99 |
|
|
2019
Q2 | $610K | Sell |
17,503
-242
| -1% | -$8.43K | 0.32% | 98 |
|
|
2019
Q1 | $740K | Buy |
17,745
+9,981
| +129% | +$416K | 0.46% | 65 |
|
|
2018
Q4 | $247K | Buy |
+7,764
| New | +$247K | 0.2% | 113 |
|