Wealthspire Advisors (Maryland)’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,857
| Closed | -$27K | – | 2508 |
|
|
2019
Q1 | $27K | Sell |
1,857
-333
| -15% | -$4.84K | ﹤0.01% | 1164 |
|
|
2018
Q4 | $33K | Buy |
2,190
+1,191
| +119% | +$17.9K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $15K | Buy |
999
+888
| +800% | +$13.3K | ﹤0.01% | 1414 |
|
|
2018
Q2 | $2K | Sell |
111
-518
| -82% | -$9.33K | ﹤0.01% | 2248 |
|
|
2018
Q1 | $10K | Sell |
629
-100
| -14% | -$1.59K | ﹤0.01% | 1592 |
|
|
2017
Q4 | $13K | Buy |
729
+147
| +25% | +$2.62K | ﹤0.01% | 1503 |
|
|
2017
Q3 | $11K | Buy |
582
+422
| +264% | +$7.98K | ﹤0.01% | 1556 |
|
|
2017
Q2 | $3K | Sell |
160
-4,443
| -97% | -$83.3K | ﹤0.01% | 1939 |
|
|
2017
Q1 | $92K | Sell |
4,603
-4,402
| -49% | -$88K | 0.01% | 633 |
|
|
2016
Q4 | $207K | Sell |
9,005
-370
| -4% | -$8.51K | 0.03% | 358 |
|
|
2016
Q3 | $238K | Sell |
9,375
-262
| -3% | -$6.65K | 0.04% | 329 |
|
|
2016
Q2 | $268K | Sell |
9,637
-502
| -5% | -$14K | 0.04% | 283 |
|
|
2016
Q1 | $325K | Buy |
10,139
+927
| +10% | +$29.7K | 0.06% | 235 |
|
|
2015
Q4 | $319K | Buy |
+9,212
| New | +$319K | 0.06% | 240 |
|