Willingdon Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $135K | Hold |
3,938
| – | – | 0.03% | 122 |
|
|
2019
Q4 | $167K | Hold |
3,938
| – | – | 0.03% | 132 |
|
|
2019
Q3 | $145K | Hold |
3,938
| – | – | 0.03% | 131 |
|
|
2019
Q2 | $137K | Buy |
+3,938
| New | +$137K | 0.03% | 138 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$4K | – | 345 |
|
|
2018
Q3 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 336 |
|
|
2018
Q1 | – | Sell |
-111
| Closed | -$7K | – | 341 |
|
|
2017
Q4 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 262 |
|