SVB Wealth’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,966
| Closed | -$239K | – | 1017 |
|
|
2022
Q4 | $239K | Sell |
5,966
-2,323
| -28% | -$92.9K | ﹤0.01% | 843 |
|
|
2022
Q3 | $294K | Buy |
+8,289
| New | +$294K | ﹤0.01% | 697 |
|
|
2021
Q2 | – | Sell |
-5,722
| Closed | -$221K | – | 994 |
|
|
2021
Q1 | $221K | Buy |
+5,722
| New | +$221K | ﹤0.01% | 802 |
|
|
2020
Q4 | – | Sell |
-6,041
| Closed | -$219K | – | 859 |
|
|
2020
Q3 | $219K | Buy |
+6,041
| New | +$219K | ﹤0.01% | 614 |
|
|
2018
Q4 | – | Sell |
-702,132
| Closed | -$32.7M | – | 405 |
|
|
2018
Q3 | $32.7M | Buy |
702,132
+76
| +0% | +$3.54K | 1.16% | 18 |
|
|
2018
Q2 | $35.4M | Buy |
+702,056
| New | +$35.4M | 1.36% | 11 |
|