WealthPLAN Partners’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
Q3 | – | Sell |
-130
| Closed | -$4.32K | – | 418 |
|
|
2023
Q2 | $4.32K | Sell |
130
-1
| -0.8% | -$33 | ﹤0.01% | 942 |
|
|
2023
Q1 | $4.6K | Buy |
+131
| New | +$4.6K | ﹤0.01% | 1017 |
|
|
2017
Q2 | – | Sell |
-14
| Closed | -$931 | – | 209 |
|
|
2017
Q1 | $931 | Buy |
+14
| New | +$931 | ﹤0.01% | 433 |
|
|
2016
Q3 | $50K | Sell |
782
-1,268
| -62% | -$81.1K | 0.02% | 334 |
|
|
2016
Q2 | $51.7K | Buy |
+2,050
| New | +$51.7K | 0.01% | 907 |
|
|
2015
Q4 | $49.8K | Buy |
+3,958
| New | +$49.8K | 0.01% | 629 |
|
|
2015
Q2 | $47K | Sell |
868
-1,204
| -58% | -$65.2K | 0.02% | 178 |
|
|
2015
Q1 | $103K | Buy |
+2,072
| New | +$103K | 0.05% | 170 |
|