Advocacy Wealth Management Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-300
| Closed | -$6K | – | 279 |
|
|
2017
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 245 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 229 |
|
|
2016
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 304 |
|
|
2016
Q2 | $6K | Sell |
300
-400
| -57% | -$8K | ﹤0.01% | 330 |
|
|
2016
Q1 | $10K | Hold |
700
| – | – | 0.01% | 349 |
|
|
2015
Q4 | $20K | Buy |
+700
| New | +$20K | 0.02% | 265 |
|
|
2013
Q3 | $17K | Hold |
200
| – | – | 0.05% | 194 |
|
|
2013
Q2 | $19K | Buy |
+200
| New | +$19K | 0.08% | 147 |
|