Wealth Advisors of Iowa’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-73,559
| Closed | -$3.3M | – | 59 |
|
2022
Q2 | $3.3M | Buy |
73,559
+45,804
| +165% | +$2.05M | 0.58% | 18 |
|
2022
Q1 | $1.33M | Buy |
27,755
+12,911
| +87% | +$620K | 0.67% | 15 |
|
2021
Q4 | $555K | Buy |
14,844
+1,166
| +9% | +$43.6K | 0.3% | 31 |
|
2021
Q3 | $483K | Buy |
13,678
+2,353
| +21% | +$83.1K | 0.26% | 33 |
|
2021
Q2 | $445K | Buy |
+11,325
| New | +$445K | 0.23% | 33 |
|