VisionPoint Advisory Group’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
Q4 | – | Sell |
-41,597
| Closed | -$1.31M | – | 764 |
|
2023
Q3 | $1.31M | Buy |
41,597
+6,355
| +18% | +$200K | 0.56% | 52 |
|
2023
Q2 | $1.17M | Buy |
35,242
+23,008
| +188% | +$764K | 0.48% | 60 |
|
2023
Q1 | $433K | Buy |
+12,234
| New | +$433K | 0.19% | 87 |
|
2020
Q2 | – | Sell |
-6,142
| Closed | -$210K | – | 110 |
|
2020
Q1 | $210K | Buy |
+6,142
| New | +$210K | 0.1% | 106 |
|