United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,372
| Closed | -$236K | – | 1305 |
|
|
2016
Q1 | $236K | Sell |
7,372
-152,058
| -95% | -$4.87M | ﹤0.01% | 1077 |
|
|
2015
Q4 | $5.52M | Buy |
159,430
+14,174
| +10% | +$491K | 0.06% | 311 |
|
|
2015
Q3 | $4.63M | Buy |
145,256
+15,288
| +12% | +$487K | 0.06% | 334 |
|
|
2015
Q2 | $4.61M | Buy |
129,968
+21,790
| +20% | +$772K | 0.05% | 351 |
|
|
2015
Q1 | $3.78M | Buy |
108,178
+23,728
| +28% | +$829K | 0.05% | 397 |
|
|
2014
Q4 | $2.62M | Buy |
84,450
+8,964
| +12% | +$278K | 0.04% | 400 |
|
|
2014
Q3 | $2.32M | Buy |
75,486
+23,360
| +45% | +$718K | 0.04% | 407 |
|
|
2014
Q2 | $1.71M | Buy |
52,126
+40,022
| +331% | +$1.31M | 0.03% | 447 |
|
|
2014
Q1 | $386K | Buy |
+12,104
| New | +$386K | 0.01% | 706 |
|