WealthSource Partners’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $249K | Sell |
8,488
-1,458
| -15% | -$42.7K | 0.02% | 445 |
|
|
2023
Q3 | $312K | Buy |
9,946
+57
| +0.6% | +$1.79K | 0.02% | 396 |
|
|
2023
Q2 | $328K | Sell |
9,889
-498
| -5% | -$16.5K | 0.02% | 392 |
|
|
2023
Q1 | $365K | Hold |
10,387
| – | – | 0.02% | 365 |
|
|
2022
Q4 | $415K | Buy |
10,387
+1,227
| +13% | +$49.1K | 0.03% | 333 |
|
|
2022
Q3 | $325K | Buy |
9,160
+1,753
| +24% | +$62.2K | 0.02% | 378 |
|
|
2022
Q2 | $318K | Sell |
7,407
-1,377
| -16% | -$59.1K | 0.02% | 389 |
|
|
2022
Q1 | $370K | Sell |
8,784
-301
| -3% | -$12.7K | 0.02% | 405 |
|
|
2021
Q4 | $340K | Sell |
9,085
-4,836
| -35% | -$181K | 0.03% | 397 |
|
|
2021
Q3 | $491K | Buy |
13,921
+72
| +0.5% | +$2.54K | 0.04% | 297 |
|
|
2021
Q2 | $544K | Sell |
13,849
-156
| -1% | -$6.13K | 0.05% | 258 |
|
|
2021
Q1 | $543K | Sell |
14,005
-135
| -1% | -$5.23K | 0.05% | 232 |
|
|
2020
Q4 | $530K | Buy |
14,140
+2,957
| +26% | +$111K | 0.06% | 205 |
|
|
2020
Q3 | $404K | Buy |
11,183
+1,758
| +19% | +$63.5K | 0.05% | 222 |
|
|
2020
Q2 | $366K | Buy |
9,425
+1,342
| +17% | +$52.1K | 0.05% | 215 |
|
|
2020
Q1 | $276K | Buy |
8,083
+645
| +9% | +$22K | 0.04% | 248 |
|
|
2019
Q4 | $316K | Buy |
+7,438
| New | +$316K | 0.04% | 301 |
|