AWM
BPT

AE Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

AE Wealth Management’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,317
Closed -$284K – 1883
2022
Q4 		$284K Sell
24,317
-13,533
-36% -$158K ﹤0.01% 1519
2022
Q3 		$452K Buy
37,850
+18,560
+96% +$222K ﹤0.01% 1307
2022
Q2 		$395K Buy
+19,290
New +$395K ﹤0.01% 1310