WFG Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $30K | Buy |
434
+218
| +101% | +$15.1K | 0.01% | 836 |
|
|
2017
Q1 | $14K | Hold |
216
| – | – | ﹤0.01% | 978 |
|
|
2016
Q4 | $12K | Sell |
216
-294
| -58% | -$16.3K | ﹤0.01% | 1052 |
|
|
2016
Q3 | $33K | Hold |
510
| – | – | 0.01% | 806 |
|
|
2016
Q2 | $33K | Buy |
510
+58
| +13% | +$3.75K | 0.01% | 803 |
|
|
2016
Q1 | $26K | Sell |
452
-44
| -9% | -$2.53K | 0.01% | 823 |
|
|
2015
Q4 | $27K | Hold |
496
| – | – | 0.01% | 820 |
|
|
2015
Q3 | $27K | Hold |
496
| – | – | 0.01% | 806 |
|
|
2015
Q2 | $27K | Buy |
496
+2
| +0.4% | +$109 | 0.01% | 891 |
|
|
2015
Q1 | $26K | Sell |
494
-550
| -53% | -$28.9K | 0.01% | 910 |
|
|
2014
Q4 | $56K | Buy |
1,044
+2
| +0.2% | +$107 | 0.01% | 840 |
|
|
2014
Q3 | $59K | Hold |
1,042
| – | – | 0.01% | 862 |
|
|
2014
Q2 | $62K | Buy |
1,042
+284
| +37% | +$16.9K | 0.01% | 832 |
|
|
2014
Q1 | $42K | Sell |
758
-448
| -37% | -$24.8K | 0.01% | 972 |
|
|
2013
Q4 | $65K | Buy |
1,206
+68
| +6% | +$3.67K | 0.01% | 895 |
|
|
2013
Q3 | $60K | Sell |
1,138
-2
| -0.2% | -$105 | 0.01% | 857 |
|
|
2013
Q2 | $59K | Buy |
+1,140
| New | +$59K | 0.01% | 822 |
|