Accordant Advisory Group’s BP BP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-41,471	Closed	-$1.5M	–	146
2024 Q2	$1.5M	Buy	41,471 +4,319	+12%	+$156K	1.42%	24
2024 Q1	$1.4M	Buy	+37,152	New	+$1.4M	1.05%	31