Wealthspire Advisors (Maryland)’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,455
| Closed | -$186K | – | 685 |
|
|
2019
Q1 | $186K | Buy |
4,455
+1,298
| +41% | +$54.2K | 0.01% | 456 |
|
|
2018
Q4 | $101K | Sell |
3,157
-3,477
| -52% | -$111K | 0.01% | 596 |
|
|
2018
Q3 | $309K | Sell |
6,634
-5,781
| -47% | -$269K | 0.03% | 350 |
|
|
2018
Q2 | $626K | Buy |
12,415
+10
| +0.1% | +$504 | 0.06% | 193 |
|
|
2018
Q1 | $716K | Sell |
12,405
-178
| -1% | -$10.3K | 0.07% | 175 |
|
|
2017
Q4 | $843K | Buy |
12,583
+2,756
| +28% | +$185K | 0.08% | 155 |
|
|
2017
Q3 | $614K | Buy |
9,827
+5,639
| +135% | +$352K | 0.07% | 205 |
|
|
2017
Q2 | $287K | Buy |
4,188
+1,068
| +34% | +$73.2K | 0.03% | 348 |
|
|
2017
Q1 | $207K | Buy |
3,120
+336
| +12% | +$22.3K | 0.03% | 379 |
|
|
2016
Q4 | $157K | Sell |
2,784
-100
| -3% | -$5.64K | 0.02% | 436 |
|
|
2016
Q3 | $184K | Sell |
2,884
-30
| -1% | -$1.91K | 0.03% | 403 |
|
|
2016
Q2 | $189K | Buy |
2,914
+44
| +2% | +$2.85K | 0.03% | 380 |
|
|
2016
Q1 | $168K | Buy |
2,870
+120
| +4% | +$7.02K | 0.03% | 398 |
|
|
2015
Q4 | $152K | Buy |
+2,750
| New | +$152K | 0.03% | 433 |
|