SWS
SYSTM Wealth Solutions’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,360
| Closed | -$135K | – | 171 |
|
|
2024
Q2 | $135K | Sell |
4,360
-1,903
| -30% | -$58.9K | 0.03% | 222 |
|
|
2024
Q1 | $192K | Sell |
6,263
-2,843
| -31% | -$87K | 0.02% | 402 |
|
|
2023
Q4 | $269K | Buy |
9,106
+413
| +5% | +$12.2K | 0.04% | 341 |
|
|
2023
Q3 | $273K | Buy |
8,693
+2,531
| +41% | +$79.5K | 0.04% | 382 |
|
|
2023
Q2 | $205K | Buy |
+6,162
| New | +$205K | 0.03% | 456 |
|