WGCA
BT
Wolf Group Capital Advisors’s BT Group plc (ADR) BT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,390
| Closed | -$516K | – | 103 |
|
|
2016
Q4 | $516K | Sell |
22,390
-19,580
| -47% | -$451K | 0.35% | 74 |
|
|
2016
Q3 | $1.07M | Sell |
41,970
-27,862
| -40% | -$708K | 0.74% | 53 |
|
|
2016
Q2 | $1.95M | Sell |
69,832
-18,220
| -21% | -$507K | 1.44% | 30 |
|
|
2016
Q1 | $2.83M | Buy |
+88,052
| New | +$2.83M | 2.12% | 13 |
|
|
2015
Q2 | – | Sell |
-63,193
| Closed | -$4.12M | – | 109 |
|
|
2015
Q1 | $4.12M | Sell |
63,193
-170
| -0.3% | -$11.1K | 2.84% | 2 |
|
|
2014
Q4 | $3.93M | Buy |
63,363
+851
| +1% | +$52.8K | 2.84% | 3 |
|
|
2014
Q3 | $3.84M | Buy |
62,512
+240
| +0.4% | +$14.8K | 2.87% | 3 |
|
|
2014
Q2 | $4.09M | Sell |
62,272
-725
| -1% | -$47.6K | 2.97% | 2 |
|
|
2014
Q1 | $4.02M | Sell |
62,997
-975
| -2% | -$62.2K | 3.11% | 2 |
|
|
2013
Q4 | $4.04M | Buy |
+63,972
| New | +$4.04M | 3.25% | 2 |
|