Total Clarity Wealth Management’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
Q1 | – | Sell |
-13,798
| Closed | -$404K | – | 272 |
|
2023
Q4 | $404K | Sell |
13,798
-1,402
| -9% | -$41.1K | 0.17% | 146 |
|
2023
Q3 | $477K | Sell |
15,200
-64
| -0.4% | -$2.01K | 0.23% | 115 |
|
2023
Q2 | $507K | Sell |
15,264
-656
| -4% | -$21.8K | 0.25% | 97 |
|
2023
Q1 | $559K | Buy |
15,920
+7,162
| +82% | +$252K | 0.3% | 82 |
|
2022
Q4 | $350K | Buy |
+8,758
| New | +$350K | 0.18% | 139 |
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 312 |
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 957 |
|