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WealthPLAN Partners’s British American Tobacco BTI Stock Holding History

WealthPLAN Partners’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-130
Closed -$4.32K – 418
2023
Q2 		$4.32K Sell
130
-1
-0.8% -$34 ﹤0.01% 942
2023
Q1 		$4.6K Buy
+131
New +$4.94K ﹤0.01% 1017
2017
Q2 		– Sell
-14
Closed -$931 – 210
2017
Q1 		$931 Buy
+14
New +$866 ﹤0.01% 433
2016
Q3 		$50K Sell
782
-1,268
-62% -$80.4K 0.02% 334
2016
Q2 		$51.7K Buy
+2,050
New +$124K 0.01% 907
2015
Q4 		$49.8K Buy
+3,958
New +$227K 0.01% 629
2015
Q2 		$47K Sell
868
-1,204
-58% -$66.4K 0.02% 178
2015
Q1 		$103K Buy
+2,072
New +$115K 0.05% 170

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