Adell Harriman & Carpenter’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,565
| Closed | -$289K | – | 180 |
|
|
2021
Q3 | $289K | Buy |
10,565
+2,200
| +26% | +$60.1K | 0.03% | 160 |
|
|
2021
Q2 | $221K | Buy |
+8,365
| New | +$221K | 0.02% | 169 |
|
|
2020
Q1 | – | Sell |
-6,863
| Closed | -$259K | – | 126 |
|
|
2019
Q4 | $259K | Buy |
+6,863
| New | +$259K | 0.04% | 130 |
|