Thomas J. Herzfeld Advisors’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,599
| Closed | -$29K | – | 337 |
|
2017
Q4 | $29K | Sell |
1,599
-244
| -13% | -$4.43K | 0.01% | 211 |
|
2017
Q3 | $35K | Hold |
1,843
| – | – | 0.02% | 207 |
|
2017
Q2 | $36K | Sell |
1,843
-479
| -21% | -$9.36K | 0.02% | 199 |
|
2017
Q1 | $47K | Buy |
2,322
+218
| +10% | +$4.41K | 0.02% | 204 |
|
2016
Q4 | $48K | Buy |
+2,104
| New | +$48K | 0.02% | 199 |
|