9WM
9258 Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,965
| Closed | -$256K | – | 328 |
|
|
2022
Q3 | $256K | Sell |
8,965
-28
| -0.3% | -$800 | 0.07% | 265 |
|
|
2022
Q2 | $255K | Sell |
8,993
-381
| -4% | -$10.8K | 0.07% | 282 |
|
|
2022
Q1 | $276K | Sell |
9,374
-27
| -0.3% | -$795 | 0.06% | 296 |
|
|
2021
Q4 | $250K | Sell |
9,401
-1,855
| -16% | -$49.3K | 0.06% | 322 |
|
|
2021
Q3 | $308K | Sell |
11,256
-241
| -2% | -$6.6K | 0.08% | 254 |
|
|
2021
Q2 | $304K | Buy |
11,497
+326
| +3% | +$8.62K | 0.08% | 260 |
|
|
2021
Q1 | $272K | Sell |
11,171
-374
| -3% | -$9.11K | 0.08% | 265 |
|
|
2020
Q4 | $237K | Sell |
11,545
-10,751
| -48% | -$221K | 0.08% | 264 |
|
|
2020
Q3 | $345K | Sell |
22,296
-1,519
| -6% | -$23.5K | 0.13% | 181 |
|
|
2020
Q2 | $555K | Sell |
23,815
-204
| -0.8% | -$4.75K | 0.22% | 123 |
|
|
2020
Q1 | $584K | Sell |
24,019
-902
| -4% | -$21.9K | 0.26% | 110 |
|
|
2019
Q4 | $941K | Buy |
24,921
+1,274
| +5% | +$48.1K | 0.35% | 82 |
|
|
2019
Q3 | $898K | Sell |
23,647
-264
| -1% | -$10K | 0.7% | 45 |
|
|
2019
Q2 | $997K | Sell |
23,911
-947
| -4% | -$39.5K | 0.8% | 38 |
|
|
2019
Q1 | $1.09M | Buy |
24,858
+121
| +0.5% | +$5.29K | 0.92% | 32 |
|
|
2018
Q4 | $938K | Buy |
+24,737
| New | +$938K | 0.91% | 32 |
|